Client Service Associate | Wealth Management

Description
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.


Client Service Associate | Wealth Management | San Carlos; 2 days onsite | $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...

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