Morella & Morella, LLC

07/16/2026

What's happening behind the camera?

Robert and Stephen recently began filming a video highlighting the history of Morella & Morella, the services we provide, and the journey that brought us where we are today.

It's been exciting to see this project come together. These behind-the-scenes moments are just the beginning.

We look forward to sharing a piece of our family with yours.

06/09/2026

What keeps a great team going after a demanding season?

After a long tax season, we took time as a team to celebrate with a crawfish outing.

Our clients see the final product, but there is a tremendous amount of work happening behind the scenes to make it all possible.

One thing we've learned over the years is that great businesses aren't built solely through hard work. They're built by great people working together toward a common goal.

Way to go, team, on another successful tax season!

04/15/2026

Position filled! Excited to bring on our new team member! Thanks to everyone who reached out.

Send a message to learn more

04/13/2026

Great news! We are hiring! See details below!

Job Title: Client Service & Operations Associate
Location: Lafayette, Louisiana
Position Type: Full-time
Salary: Competitive with benefits

About Us
Morella & Morella Wealth Advisors & CPA’s is a growing, fee-only Registered Investment Advisor (RIA) dedicated to providing personalized wealth management, financial planning, and investment advice to high-net-worth families and professionals. We pride ourselves on a high-touch client experience, proactive service, and a collaborative, supportive team environment.

The Role
We are looking for a detailed-oriented and proactive Client Service & Operations Associate to act as the operational backbone of our firm. You will serve as the primary point of contact for clients, managing their day-to-day service needs while supporting our advisors with account maintenance, onboarding, and technology workflows.
This is a high-visibility, hands-on role perfect for someone who takes pride in accuracy, organization, and delivering white-glove service.
Key Responsibilities
• Client Onboarding: Manage the end-to-end new client onboarding process, including custodial paperwork, asset transfers, and account set-up.
• Account Servicing: Process daily client requests (ACATs, wire transfers, journals, distributions) accurately and promptly.
• Client Communication: Serve as a primary point of contact via phone and email for client inquiries, ensuring high satisfaction.
• Meeting Support: Prepare reports, agendas, and materials for advisor client meetings; manage post-meeting follow-ups and documentation.
• Technology & CRM: Maintain client records and workflows within our CRM (e.g., Redtail, Wealthbox, Salesforce) and custodial platforms (e.g., Schwab, Fidelity).
• Compliance: Support compliance tasks, maintain documentation, and adhere to SEC regulatory requirements.
• Process Improvement: Identify opportunities to improve operational efficiency and document procedures (SOPs).
Qualifications
• Experience: 2–5 years of experience in an RIA, wealth management environment, or client services.
• Knowledge: Strong understanding of custodial platforms and account types.
• Skills: Exceptional attention to detail, strong organizational skills, and proactive problem-solving abilities.
• Technology: Proficiency in CRM systems and MS Office/Google Workspace.
• Education: Bachelor’s degree preferred.
Why Join Us?
• Competitive salary.
• Comprehensive benefits package (Health, Dental, Simple-IRA match).
• Opportunity to grow within a fast-paced, expanding firm.

How to Apply
Please submit your resume and a brief cover letter explaining why you are a good fit to [email protected]

Send a message to learn more