Client Service & Executive Assistant

**Runyan Capital Advisors Beverly Hills, CA** **Full-Time In-Person, Monday–Friday**

About Runyan Capital

Runyan Capital is a boutique wealth management firm serving high-net-worth individuals and families. We believe that successful wealth management is about more than investments—it is about building lasting relationships, providing exceptional service, and helping our clients navigate every stage of their financial lives.

We are looking for a Client Service & Executive Assistant to join our team and work closely with our Founder & CEO/CIO, Jeff Runyan, and the Runyan Capital team.

About the Role

This is an excellent opportunity for someone who is organized, polished, personable, proactive, and interested in financial services and wealth management.

The role combines executive support, client service, and financial-services administration. You will play an important part in keeping Jeff’s schedule and priorities organized while also helping provide the high level of service our clients have come to expect from Runyan Capital.

The ideal candidate is someone who enjoys working with people, is comfortable speaking with clients on the phone, has strong attention to detail, and can anticipate what needs to be done rather than waiting to be asked.

This is a five-day-per-week, in-person position in our Beverly Hills office.

What You’ll Do

Executive Support

· Manage calendar, including client meetings, calls, internal meetings, and appointments

· Coordinate meeting logistics and proactively identify scheduling conflicts

· Schedule Zoom meetings and send invitations and links

· Help prepare Jeff for meetings by organizing documents, agendas, and information

· Assist with travel coordination and other administrative needs

· Manage incoming calls, messages, and correspondence professionally

· Keep track of follow-ups and make sure important items don’t fall through the cracks

Client Service

· Serve as a friendly and professional point of contact for Runyan Capital clients

· Answer and route client calls and assist with routine client questions

· Communicate with clients by phone and email regarding meetings, documents, and scheduling

· Coordinate client appointments and follow-up

· Help ensure clients receive a seamless, highly personalized experience

· Handle confidential client and financial information with discretion and professionalism

Financial Services Support

· Assist the wealth management team with client-service and administrative tasks

· Help organize and track client paperwork and documentation

· Assist with account-opening and account-maintenance processes

· Coordinate electronic signatures and other client documents

· Maintain accurate records and follow up on outstanding items

· Learn and utilize the firm’s CRM, financial technology, and other systems

· Assist with client events, special projects, and other firm initiatives

What We’re Looking For

· Previous experience in financial services, wealth management, banking, executive support, client service, or another professional-services environment is preferred

· A financial, business, economics, or related educational background is a plus

· Excellent verbal and written communication skills

· Comfortable and confident speaking with clients on the phone

· Warm, polished, professional, and personable

· Highly organized with exceptional attention to detail

· Able to manage multiple priorities and stay calm in a fast-paced environment

· Proactive, resourceful, and able to anticipate needs

· Strong computer skills and comfortable learning new technology

· Experience with Outlook, Zoom, DocuSign, CRM systems, and Microsoft Office is a plus

· Strong judgment and ability to maintain confidentiality

· Reliable and committed to working in the office Monday through Friday

· Team-oriented with a positive, can-do attitude

Securities licensing is not required.

Who You’ll Be

We’re looking for someone who takes pride in being the person who keeps things moving.

You are naturally organized, enjoy interacting with people, and don’t mind picking up the phone. You notice the little things, follow through on commitments, and are comfortable juggling a busy calendar while making sure clients feel well taken care of.

You don’t need to know everything about wealth management on day one. We’re looking for someone who is **smart, capable, eager to learn, and interest…