Client Service Associate

Gould Asset Management is seeking an experienced professional to join our team as a Client Service Associate (CSA). This is initially a full‑time, in‑office position in Claremont, California; a hybrid schedule may become available as you demonstrate proficiency in the role.

As a CSA, you will handle a range of responsibilities spanning investment operations and client relationship management. You will make clients feel cared for, solve complex problems, serve as a key support to senior client service staff, and work closely with the portfolio management team. This is a client‑facing role, so we are looking for someone who is highly personable and comfortable working with a wide variety of clients.

Gould is a close‑knit, low‑turnover firm where people build long careers. We manage over $1 billion for high‑net‑worth families and individuals, and we take a relationship‑first approach to everything we do. If you are looking for a place where your work matters and your growth is supported, we would love to hear from you.

• Work with clients, advisors, and custodians to respond to service requests promptly and with minimal disruption to the client
• Prepare and process client account paperwork and track open items with the utmost attention to detail
• Facilitate transfers of funds and securities
• Research and resolve complex client account‑related issues
• Maintain client records and document account activities in our CRM (Salesforce)
• Reconcile daily cash flows across client accounts
• Prepare regular firm‑wide and client reports

• Serve as a primary point of contact for clients and keep them informed on outstanding service requests
• Build trust and maintain professional rapport with clients via phone, email, and in‑person meetings
• Coordinate with clients’ accountants and attorneys on tax and legal matters
• Manage inbound calls and emails from clients and custodians

• Experience working at a Registered Investment Advisor (RIA), broker‑dealer, or custodian preferred; financial fluency is a plus
• High level of accuracy and attention to detail
• Excellent verbal and written communication skills, including professional email etiquette
• Efficient time management and ability to juggle competing priorities
• Comfort navigating custodian platforms, document management systems, and CRM tools; experience with Salesforce, Docu Sign, and/or Tamarac is a plus—training provided
• Notary public a plus

• You have absolute integrity and deep respect for the confidentiality of client matters
• You are friendly, professional, and genuinely enjoy working with people
• You work independently, think critically, and take initiative without being asked
• You are curious and quick to pick up new tools and processes

Salary Range: $26–$33 per hour, commensurate with experience.

Benefits include health insurance, 401(k) with employer match, paid time off, and paid market holidays. This is initially a full‑time, in‑office position; a hybrid schedule may become available as you demonstrate proficiency in the role.