Senior Client Service Associate

Client: Financial Services Organization
Role: Client Services Associate
Salary: $80,000 - $95,000/annually + Benefits

Location: Sausalito, CA 94965 Job Description: You will provide operational and administrative support to Client Advisors in their daily practices, developing strong relationships with clients to provide holistic and well-rounded care. This is an excellent opportunity to grow within the financial services industry while offering potential for upward mobility across various career paths. Successful candidates will have strong client service and interpersonal skills, thriving in a team environment with competing deadlines.

Key Responsibilities:

• Act as a key point of contact for client issues and concerns
• Manage account maintenance for new and existing clients, including gathering client-specific information, preparing and obtaining necessary documentation, communicating with custodians, and ensuring compliance with regulatory requirements
• Execute money transfers, help facilitate trades, and handle ad hoc client requests
• Work collaboratively with investment, accounting, and operational departments to meet clients' needs
• Generate and substantiate reports for meetings
• Gather, input, and maintain key client data in the CRM (Salesforce)
• Organize, track, and lead team projects, ensuring successful completion

Qualifications & Skills:

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 4+ years of experience in client service or administrative roles within the financial services industry for the senior title
• Excellent communication and interpersonal skills (client-facing role)
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); Salesforce experience preferred
• Series 65 certification is a plus

Why Join Us?

• Competitive compensation structure
• 401(k) Plan with employer matching
• Employer health savings account
• Medical and vision insurance
• Continuing education support
• We invest heavily in our people, offering a supportive and dynamic environment where employees are excited to grow and thrive.

Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco notes the salary range for the role as follows $85,000-$95,000+ Bonus potential )