Client Services Associate

Elmwood is a wealth management practice based in Berkeley, California. We currently manage approximately $425 million of client assets for 175 household relationships. Our business model is to be a full-service provider of financial planning, investment management, estate and tax planning to our clients as it relates to their situation. We are a small team, all of whom have worked together for many years, and are looking for a new member to join us and support our growth.

The position we are looking to fill is as a Client Service Associate who can help support us in many different aspects of our business. Since we are a small team, it’s paramount to find someone who will thrive in a role where they will be asked to help in numerous areas of our business. The ideal candidate will have both professional and industry experience, be software savvy, and have interest in supporting all client service and operational roles within our firm.

• Support lead advisors in preparation of client meetings. This may include gathering client data, preparing reports for meetings, and summarizing past client meetings and updates.
• Coordinate, track, and take ownership of all action items from client meetings with team and CRM software.
• Oversee client custodial paperwork through an outsourced third party provider, and in some cases, draft and complete custodian paperwork.
• Send out contracts, agreement updates, and other operational paperwork that clients need to execute.
• Serve as the internal lead tax coordinator for our third party tax preparation partner. This includes onboarding new tax preparation clients and updating files to their tax client portal.
• Assist team in executing on our client service calendar, which entails reaching out to clients for data updates allowing us to complete the various deliverables scheduled throughout the year.
• Monitor and update client portals, which include reaching out to clients to request information we require for our planning process.
• Assist with company operations, compliance and special projects as they come up.

• 3-5 years of relevant industry experience.
• College graduate.
• Excellent written and verbal communication abilities.
• Able to work collaboratively or independently on daily work.
• Experience with Microsoft Office, Tamarac, Wealthbox, eMoney, Schwab Advisor Center, and Holistiplan.

Elmwood Offer

This position has a competitive base salary and bonus structure depending on experience. We offer a generous PTO and paid holidays, 401(k) company match, and discretionary profit sharing. We are a family friendly company and offer the flexibility needed to ensure a work/life balance.

Mid-Senior level

Full-time