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Client Service Associate
Own the client onboarding and ongoing servicing process for high-net-worth clients
San Carlos, California, United States
Junior
$75,000
– 115,000
USD / year
11 hours agoBe an early applicant
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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 systems
Requirements
- 1-5 years of experience within an RIA, brokerage, or family office
- Experience with platforms such as Fidelity, Schwab, Orion, or Redtail is highly preferred
- Strong organizational skills and attention to detail
- Positive, proactive mindset with a desire to grow in wealth management
This is an excellent opportunity for someone who wants to build their career with a firm that values long-term development, teamwork, and client relationships.
Client Service Associate
San Carlos, California, United States
$75,000
– 115,000
USD / year
Customer Success
About USA Jobs
Provides a centralized online platform for searching and applying to employment opportunities across the United States.