Client Services Associate

Hybrid schedule (minimum 3 days in office)

Shira Ridge Wealth Management (SRWM) is an independent, fee-only registered investment advisory firm based in San Rafael, California. We provide personalized wealth management services to individuals, families, business owners, trusts, institutions, charitable foundations, and retirement/profit-sharing plans. Our mission is to help people make confident financial decisions that support their goals and allow them to live life fully. We focus on long‑term relationships, thoughtful planning, and high‑touch service.

At SRWM, we look for team members who share our core values and appreciate our collaborative culture. We also look to support both your personal and professional growth.

The client service associate is a growth-oriented support role on the client account management team.

• Answer incoming phone calls in a professional and courteous manner.
• Route calls, take messages, and provide basic information as needed.
• Receive, sort, and distribute incoming mail.
• Assist with new client onboarding.
• Process new account paperwork and service‑related forms accurately and efficiently.
• Maintain physical and digital client files, ensuring high levels of confidentiality and data security.
• Coordinate with external partners, i.e CPAs and attorneys, to gather necessary client information.
• Coordinate with team members to ensure requests are handled efficiently.
• Maintain organized records and documentation within the Customer Relationship Management (CRM).
• Perform general administrative and clerical duties as assigned.
• Ensure timely, accurate responses to all client correspondence and inquiries.
• Build trusted, collaborative relationships with our custodian’s operations teams to accurately execute cashiering, deposits, withdrawals, and other account transactions.

Your technology responsibilities include developing proficiency in SRWM’s core technology tools, software, and platforms.

We seek candidates who:

• Are well organized, with strong attention to detail and the ability to support multiple advisors.
• Communicate clearly and professionally, both verbally and in writing.
• Demonstrate strong ethics and a commitment to maintaining strict confidentiality of client and firm information.
• Enjoy collaborating and contributing to a team that consistently puts clients first.
• Are eager to learn about the financial planning and wealth management profession and enjoy working in a fast‑paced, hands‑on environment.
• Are comfortable with technology and able to learn new tools, platforms, and software quickly.
• Are open to feedback, coaching, and continuous improvement.
• Bring a positive, solutions‑oriented attitude to their work.

• An associate or bachelor’s degree preferred.
• Two years of financial services experience, client service, or banking. (preferred); experience in general business, or in a client service role will also be considered.
• Experience working with custodial operations teams (preferred but not required).

• A competitive salary based on experience, generally in the range of $60,000 to $80,000.
• A comprehensive benefits package, including health, dental, and a 401(k) plan, including a company match.
• A professional, progressive, relaxed work environment.