Client Service Associate | RIA 1B AUM
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
Location: Walnut Creek, CA
Salary: $85,000 - $100,000
Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM
We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.
This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.
Responsibilities
- Provide day-to-day administrative and operational support to two Wealth Advisors.
- Serve as a primary point of contact for client service requests, ensuring timely and professional communication.
- Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.
- Coordinate and follow up on client paperwork while ensuring accuracy and completeness.
- Assist with meeting preparation, client reviews, and follow-up items.
- Maintain accurate client records and documentation within the CRM.
- Work closely with Charles Schwab to process client requests and resolve account-related inquiries.
- Monitor outstanding service requests and proactively communicate updates to clients and advisors.
- Coordinate with custodians and other third-party providers to ensure a seamless client experience.
- Support ongoing operational projects and contribute to process improvements as needed.
Qualifications:
- 2+ years of experience in a Client Service Associate, Client Relationship Associate, or Wealth Management Operations role.
- Experience supporting Financial Advisors within an RIA or Wealth Management firm.
- Hands-on experience working with Charles Schwab as a custodian (nice to have)
- Strong understanding of account opening, ACAT transfers, money movements, and general client service workflows.
- Exceptional organizational skills with strong attention to detail.
- Excellent verbal and written communication skills.
- Ability to manage multiple priorities in a fast-paced, client-focused environment.
- Proficiency with Microsoft Office; CRM experience is a plus.
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
Compensation
$85,000.00-$100,000.00 YearlyAbout Us
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