Top 67 Client reporting associate Jobs in San Diego, Ca

Operations Associate, Retirement Plan Services
Concurrent Investment Advisors —San Diego, CA
- $60,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Digital Marketing Associate
Wealth Enhancement Group —San Diego, CA
- $30 - $35 an hour
- Full-time
- Marketing
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Tax Planner Associate
Pure Financial Advisors, LLC —San Diego, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Associate Attorney (5-10 years experience) - San Diego
Koeller Nebeker Carlson & Haluck, LLP —San Diego, CA
- $150,000 - $210,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Writing skills
- Paid holidays
- Disability insurance
Quick Apply
Business Development Associate — Partnerships & Activations
ROLA —San Diego, CA
- $36,000.00 - $65,529.54 a year
- Weekends as needed
- Mid-level
- Driver's License
- In-person
- Health insurance
Quick Apply
8d
General Audit Associate II
Sempra —San Diego, CA
- $75,000 - $118,000 a year
- CPA
- Mid-level
- Office
Associate Registrar
California Western School of Law —San Diego, CA
- $85,000 - $90,000 a year
- Full-time
- Computer literacy
- Mid-level
- University
- Free parking
- AD&D insurance
Quick Apply
Operations Associate (Part-Time) - UTC La Jolla
ALO —La Jolla, CA
- $17.50 - $19.50 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Cleaning
- Commuter assistance
- Health insurance
Quick Apply
5d
Paid Social Associate
Mindgruve —San Diego, CA
- $24 - $26 an hour
- Full-time
- Spanish
- Marketing
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Remediation Associate
Tetra Tech —San Diego, CA
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Clean driving record
- Microsoft Excel
- Construction site
Associate Therapist
Center for Thoughtful Lasting Change, Inc. —San Diego, CA
- $35 - $42 an hour
- Part-time
- Hybrid work
- Spanish
- Office
- Working with children
- Work from home
- Flexible schedule
Quick Apply
Info Systems Audit Associate II
Sempra —San Diego, CA
- $82,000 - $130,000 a year
- Mid-level
- Bachelor's degree
- 2 years
12d
Associate, Production - Affordable Housing
ORIX —San Diego, CA
- $85,000 - $95,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Adoption assistance
Youth & Family Development Associate
SBCS Corporation —Chula Vista, CA
- $25 an hour
- Full-time
- Current TB test
- Pass drug screening
- Public speaking
- Wellness program
- Dental insurance
Quick Apply
Clinical Research Associate II - FSP
Precision Medicine Group —San Diego, CA
- $91,500 - $137,300 a year
- Online Application
- Remote
- Clean driving record
- Word processing
- Mid-level
Portfolio Analyst/Associate - SMA/Municipals
PIMCO —San Diego, CA
- $90,000 - $105,000 a year
- Online Application
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Health insurance
Clinical Research Associate II - FSP
Precision for Medicine —San Diego, CA
- $91,500 - $137,300 a year
- Online Application
- Remote
- Clean driving record
- Word processing
- Mid-level
Quick Apply
Business Development Associate
LPL Financial —San Diego, CA
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Health insurance
- Paid time off
Quick Apply
Services Associate, Risk & Compliance (Tracking & Trading/Broker Data Import Program)
Deloitte —San Diego, CA
- $51,900 - $95,500 a year
- Full-time
- Research
- Mid-level
- Office
7d
Venture Services Associate
Neon Redwood —San Diego, CA
- Full-time
- Mid-level
- Finance
- Bachelor's degree

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Operations Associate, Retirement Plan Services

Concurrent Investment Advisors
San Diego, CA

Quick Apply

Job Details

Full-time
$60,000 - $90,000 a year

Benefits

Health insurance
Dental insurance
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer communication
Administrative experience

Full Job Description

Description

The Operations Associate, Retirement Plan Services, plays a critical role in supporting the administration and execution of retirement plan services for our clients. This position is responsible for coordinating key operational activities, maintaining accurate plan records, facilitating client service requests, and ensuring timely completion of internal processes and deliverables.

Working closely with team members across Retirement Plan Services as well as partners in Finance, Compliance, Operations, and Business Development, the Operations Associate helps ensure a seamless experience for plan sponsors, participants, and advisors. The role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

The ideal candidate is proactive, service-oriented, and committed to operational excellence. This individual thrives in a collaborative setting, communicates effectively with stakeholders at all levels, and takes ownership of assigned responsibilities. Through their contributions, the Operations Associate helps support the successful delivery of retirement plan services and positively impacts the retirement outcomes of plan participants nationwide.

Responsibilities

Client Operations & Scheduling

Manage and coordinate client meeting scheduling, including tracking systems, plan consultant travel and time preferences, meeting buffers, and cyclical scheduling cadences.
Support meeting preparation by compiling agendas, plan review reports, and recordkeeper data and contacts for each upcoming meeting.
Coordinate meeting follow-ups including distribution of minutes and facilitation of fund or fee change paperwork.
Manage client onboarding documentation including scheduling forms, agreement and disclosure templates, and service-provider contact entry into CRM and RPAG systems.

Communications & Distribution

Monitor and respond to shared inboxes, ensuring timely and accurate routing of inquiries.
Coordinate email distributions, including maintaining suppression rules and audience segmentation across platforms.
Support management of phone lines and ensure proper call routing and coverage.
Draft and distribute client communications including webinar invitations and event announcements.

Reporting & Systems

Assist with the creation and distribution of quarterly FIR and Plan Review reports, including benchmarking processes using RPAG.
Maintain accurate and up-to-date records in Practifi (CRM) and RPAG, including committee tracker updates and contact information.
Coordinate committee change notifications and ensure downstream updates are reflected across all relevant distribution lists.
Support development and submission of Standard Operating Procedures (SOPs), coordinating approvals through Marketing and Compliance prior to publication.

Cross-Functional Coordination

Collaborate with Marketing, Compliance, Finance, and Human Capital on approvals, workflows, and shared projects.
Serve as a point of contact for routine document requests and assist with time-sensitive operational deadlines.
Support event planning and coordination, including logistics for client-facing and internal programs.
Perform other related duties and responsibilities as reasonably assigned to support the operations team.

Qualifications

Bachelor’s degree preferred, or equivalent relevant experience.
Minimum of 2 years of administrative or operations support experience; 5 years preferred.
Experience within a financial services, retirement, or advisory firm environment is a plus.
Familiarity with CRM platforms (e.g., Practifi) or retirement plan systems (e.g., RPAG) is beneficial but not required.
Highly organized and detail-oriented, with the ability to manage multiple tasks and deadlines simultaneously.
Strong written and verbal communication skills.
Self-directed and capable of working independently with minimal supervision.
Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint).
Demonstrates a commitment to quality, responsiveness, and continuous improvement.

Compensation

Salary: $60,000 - 90,000 annually.

Final compensation will be determined based on several job-related factors, including location, relevant skills, professional licensure, experience, and education.

Location / Schedule

This position will be located in San Diego, CA (preferred); Dallas, TX; Tampa, FL.
Working hours are 9am-5pm Monday-Friday
Occasional evening/weekend hours may be requested per business need
Ability to travel up to 15%

Benefits

401(k) matching
Dental Insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance

About Concurrent Investment Advisors

Concurrent is a Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field.

Headquartered in Tampa, Concurrent was founded in 2016 and currently supports over 174 advisors in 85 offices with $18 billion in assets under management (AUM) and more than $17 billion assets under advisement.

Company Values

We believe that we best serve our partner firms and their respective clients when we have team members who are aligned in their values. Our team environment is fast-paced, highly collaborative, and innovative. We value motivated team members who enjoy solving problems, are open to implementing new ideas, and take pride in their work product

Quick Apply

Refine Your Search

client reporting associate jobs in san diego, ca

Operations Associate, Retirement Plan Services

Digital Marketing Associate

Tax Planner Associate

Associate Attorney (5-10 years experience) - San Diego

Business Development Associate — Partnerships & Activations

General Audit Associate II

Associate Registrar

Operations Associate (Part-Time) - UTC La Jolla

Paid Social Associate

Remediation Associate

Associate Therapist

Info Systems Audit Associate II

Associate, Production - Affordable Housing

Youth & Family Development Associate

Clinical Research Associate II - FSP

Portfolio Analyst/Associate - SMA/Municipals

Clinical Research Associate II - FSP

Business Development Associate

Services Associate, Risk & Compliance (Tracking & Trading/Broker Data Import Program)

Venture Services Associate

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