Job Description

Client Service Associate

Bay Area | Full-time | On-site w/WFH flexibility

A respected, family-owned wealth management firm in the Bay Area is seeking a proactive and detail-oriented Client Service Associate to join their team. This is a great opportunity for someone who loves creating exceptional client experiences and is passionate about helping others.

The ideal candidate is thoughtful, service-driven, and enjoys taking ownership of both day-to-day operations and moments that elevate the client experience.

Key Responsibilities:

• Coordinate internal and external scheduling, including managing calendars and appointments
• Answer and direct incoming calls with professionalism and care
• Greet clients and visitors, ensuring a warm and welcoming experience
• Support client engagement efforts: send birthday cards, assist with quarterly reporting, coordinate annual gifts, plan events and workshops, and contribute to social media initiatives
• Manage general office operations including vendor coordination, ordering supplies, and maintaining conference rooms
• Take on increasing responsibilities over time as you become more familiar with the business

Qualifications:

• 3+ years of progressive client service or operations experience in wealth management, financial planning, or banking
• Bachelor’s degree preferred (open to non-degreed candidates with 5+ years of relevant experience)
• Strong attention to detail, excellent communication skills, and a team-oriented mindset

Compensation:

• Competitive base salary
• Bonus potential
• 401(k) match

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