Business Operations Analyst

1420 Rocky Ridge Dr, Roseville, CA 95661, USA

Posted Thursday, October 16, 2025 at 6:00 AM

ABOUT US

Capital Planning Avisors is a professional, client-focused registered investment advisory firm dedicated to making a meaningful difference in the lives of those we serve. Our work is guided by excellence, integrity, and a commitment to long-term client success. This is an exciting opportunity to join a respected and growing firm in the financial services industry. We seek a collaborative, creative professional eager to play a key role in our firm's ongoing growth and evolution.

POSITION OVERVIEW

The Senior Client Service Associate supports business operations, client service delivery, and firm performance. This position manages reporting, maintains data integrity, oversees billing processes, and optimizes workflows within our CRM and portfolio management systems. The ideal candidate thrives in a fast‑paced, collaborative environment and is comfortable using data to inform decisions and drive operational improvements.

KEY RESPONSIBILITIES

Reporting & Analytics

• Develop, maintain, and deliver client-facing reports communicating portfolio performance, financial metrics, and account activity.
• Prepare and analyze internal performance reports to track key business metrics, operational efficiency, and advisor productivity.
• Provide ad hoc analysis and reporting for special projects and leadership initiatives.

Workflow & Systems Management

• Design, build, and maintain workflows within Salesforce CRM to streamline client onboarding, service requests, and compliance tracking.
• Support data integrity across CRM, portfolio management, and reporting systems to ensure accuracy and consistency.

Billing & Operational Support

• Oversee and execute regular billing processes focusing on accuracy, timeliness, and adherence to client agreements.
• Collaborate with advisors, client service associates, and operations staff to identify and implement process improvements.
• Assist with regulatory and compliance‑related reporting and documentation.

CORE COMPETENCIES

• Strong analytical and quantitative skills, with the ability to translate data into actionable insights.
• Excellent organizational skills and keen attention to detail.
• Ability to prioritize and manage multiple projects in a fast‑paced environment.
• Professional judgment, discretion, and commitment to accuracy.
• Collaborative mindset with strong communication and interpersonal skills.

QUALIFICATIONS

• A bachelor's degree in finance, business, economics, information systems, or a related field is preferred.
• 2+ years of experience in financial services, ideally within an RIA, broker-dealer, or wealth management firm.
• Proficiency in Microsoft Excel; experience with financial reporting tools or portfolio management systems preferred.
• Experience with Salesforce CRM platforms; workflow automation experience is a plus.
• Familiarity with RIA billing processes and performance reporting strongly preferred.

PHYSICAL REQUIREMENTS

• Ability to operate standard office equipment and technology, with or without accommodation.

WORK ENVIRONMENT

• Activities take place in an office environment or a secure remote location. The noise level is typically quiet.

Capital Planning Advisors functions within a dynamic economic environment. This job description is a summary and not a contract. The responsibilities and duties of this role may change at any time based on business needs.

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

By applying to a job at Blue spring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Blue spring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Blue spring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Blue spring Wealth Partners prohibits any such discrimination or harassment.

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.

1420 Rocky Ridge Dr, Roseville, CA 95661, USA