Find & Apply For Customer Service Representative Jobs in San Mateo, California

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm | REMOTE Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role is offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise. ResponsibilitiesManage new account openings, account maintenance, and client paperworkProcess money movements, beneficiary changes, and other account transactionsCommunicate directly with clients to gather information and resolve requestsCoordinate with custodians and internal teams to ensure timely processingSupport insurance paperwork and client documentationPartner with advisors on day-to-day client service and operations Maintain accurate client records and support special projectsFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.