Client Service Associate
Bay Area Full-time On-site w/WFH flexibility
A respected, family-owned wealth management firm in the Bay Area is seeking a proactive and detail-oriented Client Service Associate to join their team. This is a great opportunity for someone who loves creating exceptional client experiences and is passionate about helping others.
The ideal candidate is thoughtful, service-driven, and enjoys taking ownership of both day-to-day operations and moments that elevate the client experience.
Key Responsibilities:
- Coordinate internal and external scheduling, including managing calendars and appointments
- Answer and direct incoming calls with professionalism and care
- Greet clients and visitors, ensuring a warm and welcoming experience
- Support client engagement efforts: send birthday cards, assist with quarterly reporting, coordinate annual gifts, plan events and workshops, and contribute to social media initiatives
- Manage general office operations including vendor coordination, ordering supplies, and maintaining conference rooms
- Take on increasing responsibilities over time as you become more familiar with the business
Qualifications:
- 3+ years of progressive client service or operations experience in wealth management, financial planning, or banking
- Bachelor's degree preferred (open to non-degreed candidates with 5+ years of relevant experience)
- Strong attention to detail, excellent communication skills, and a team-oriented mindset
Compensation:
- Competitive base salary
- Bonus potential
- 401(k) match