Description

Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!

Job Posting: Senior Client Service Associate

Employment Type: Full-Time

Location: Walnut Creek; 5 days on site

Salary: $80-120k + bonus

A well-established Wealth Management (RIA) firm is seeking a full-time experienced Client Service Associate to join their team. The Senior Client Service Associate works alongside a Senior Financial Advisor to provide top-tier support to both current and potential clients. Join a dynamic, collaborative team that values teamwork and client success!

Responsibilities:

• Working closely with financial advisors to facilitate a smooth onboarding process for new clients.

• Coordinating and managing client and prospect meetings, including scheduling, preparation, and follow-up.

• Maintaining and updating CRM systems to ensure accurate client and prospect records.

• Attending client meetings under the guidance and supervision of a financial advisor.

• Handling client service tasks such as collecting financial planning information, managing account setup and maintenance, and addressing inquiries.

• Engaging and contributing to team meetings and discussions.

  Requirements

Requirements:

• Current Series 65 (or willingness to obtain within 6 months of employment)

• 3+ years of experience working in the financial services industry

• Experience with account custodians

Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!

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