Job Description
Description
Client Service Associate – Wealth Management
📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)
💰 $75K–$115K base + discretionary bonus
A growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment.
What you’ll do:
+ Support client onboarding, account opening, and ongoing account servicing
+ Prepare materials for client meetings and assist with follow-up tasks
+ Coordinate with custodians and client partners such as accountants and attorneys
+ Assist with financial planning support and client communications
+ Maintain accurate client records and manage workflows within CRM system...
Client Service Associate – Wealth Management
📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)
💰 $75K–$115K base + discretionary bonus
A growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment.
What you’ll do:
+ Support client onboarding, account opening, and ongoing account servicing
+ Prepare materials for client meetings and assist with follow-up tasks
+ Coordinate with custodians and client partners such as accountants and attorneys
+ Assist with financial planning support and client communications
+ Maintain accurate client records and manage workflows within CRM system...