Client Service Representative

Client Service Representative | Direct Hire | Novato, CA | $75K/Year A well established financial services firm is seeking a polished and service driven professional to join its client experience team. This role is central to maintaining strong relationships with high‑net‑worth clients while ensuring seamless account administration and operational support. This opportunity is ideal for a detail‑oriented Client Service Representative or administrative professional with experience in wealth management or financial services who thrives in a fast‑paced, highly regulated environment.

Background Check & Fingerprinting:

Required; ongoing compliance attestations and training participation In this role, you will: Serve as the primary point of contact for clients via phone, email, and in person Maintain and update client accounts in Redtail CRM and LPL ClientWorks Support client onboarding, account updates, and service requests Coordinate e‑signatures and compliance documentation Schedule meetings, manage Zoom coordination, and handle follow‑ups Collaborate with advisors and internal teams on account changes Respond to client inquiries with professionalism and discretion Ensure confidentiality and adherence to compliance standards

What You Bring:

Experience in client service, administrative support, or account management Background in wealth management, financial services, or private client environments preferred Proficiency with CRM systems; Redtail CRM strongly preferred Strong organization and time management skills Excellent verbal and written communication High level of professionalism, discretion, and attention to detail Ability to work independently and within a team environment Familiarity with financial industry compliance standards is a plus