Client Service Associate | Wealth Management

About Threadline Wealth

Threadline Wealth is an independent SEC-registered investment adviser serving high-net-worth individuals, families, and business owners. We combine sophisticated wealth management and investment solutions with highly personalized client experience.

We are a modern independent firm focused on long-term growth, operational excellence, and thoughtful collaboration across advisory, investment, operations, and client service teams.

The Client Service Associate partners with Wealth Advisors and internal teams to provide responsive, accurate service to clients and prospects. This role serves as a primary point of contact for client service needs and coordinates closely with advisory operations, trading, portfolio management, tax, billing, and other support teams.

Responsibilities include client communications, meeting coordination, onboarding, service request processing, data management, presentation support, and follow-up. Success in this role requires strong organization, communication, judgment, and the ability to manage multiple priorities in a fast-paced environment.

This position is based in San Francisco Bay Area
. We anticipate a hybrid work arrangement, with regular in-office collaboration expected approximately 1-3 days per week. Remote work flexibility is supported, along with occasional travel.

Visa Sponsorship :
Threadline Wealth is unable to provide employment visa sponsorship for this position. Applicants must be authorized to work in the United States without current or future employer-sponsored visa support.

• Serve as a primary point of contact for client service requests and communications, coordinating with the client’s broader Threadline Wealth advisory and operations teams.
• Manage a high volume of client and prospect interactions, including inquiries, meeting coordination, and follow-up.
• Proactively manage client requests from initial receipt through completion, providing timely updates to clients and internal team members.
• Support client experience initiatives, including recognition of birthdays, anniversaries, promotions, and other significant life events.
• Assist with client projects and initiatives that support the broader wealth advisory team and enhance the client experience.

Client Onboarding and Account Administration

• Manage and track the client onboarding process, including internal and custodial paperwork, CRM data entry, client communications, and quality-control reviews.
• Gather, organize, and maintain prospect and client information in Microsoft Dynamics, Laserfiche, and other internal systems.
• Monitor data accuracy and integrity to ensure client records remain complete, current, and consistent across systems.
• Process client service requests through Laserfiche and route tasks to the appropriate internal teams.
• Track outstanding items and ensure client and account-related tasks are completed accurately and on time.

• Respond to requests from advisors and team members in a timely and accurate manner.
• Keep advisory teams informed of client projects, service requests, upcoming meetings, and required follow-up.
• Organize weekly team meetings, prepare agendas, and track action items and project status.
• Review and edit client presentations and other client-facing materials as requested.
• Support client events, prospect activities, and other marketing initiatives.
• Proactively manage advisor calendars for client-related meetings, including scheduling, logistics, and meeting preparation.
• Coordinate virtual and in-person meetings with prospective and existing clients.

• Follow established standard operating procedures and use approved technology…