Client Services Associate

Client Service AssociateBay Area | Full-time | On-site w/WFH flexibilityA 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 appointmentsAnswer and direct incoming calls with professionalism and careGreet clients and visitors, ensuring a warm and welcoming experienceSupport client engagement efforts: send birthday cards, assist with quarterly reporting, coordinate annual gifts, plan events and workshops, and contribute to social media initiativesManage general office operations including vendor coordination, ordering supplies, and maintaining conference roomsTake on increasing responsibilities over time as you become more familiar with the businessQualifications:3+ years of progressive client service or operations experience in wealth management, financial planning, or bankingBachelor'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 mindsetCompensation:Competitive base salaryBonus potential401(k) match

Created: 2025-04-27