Client Services Associate Job in Alamo, CA

Client Service Associate

We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.

This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.

Responsibilities

• Provide day-to-day administrative and operational support to two Wealth Advisors.
• Serve as a primary point of contact for client service requests, ensuring timely and professional communication.
• Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.
• Coordinate and follow up on client paperwork while ensuring accuracy and completeness.
• Assist with meeting preparation, client reviews, and follow-up items.
• Maintain accurate client records and documentation within the CRM.
• Work closely with Charles Schwab to process client requests and resolve account-related inquiries.
• Monitor outstanding service requests and proactively communicate updates to clients and advisors.
• Coordinate with custodians and other third-party providers to ensure a seamless client experience.
• Support ongoing operational projects and contribute to process improvements as needed.