Location:

Walnut Creek, CASalary:

$85,000 - $100,000

Schedule:

Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. ResponsibilitiesProvide day-to-day administrative and operational support to two Wealth Advisors.

Serve as a primary point of contact for client service requests, ensuring timely and professional communication.

Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.

Coordinate and follow up on client paperwork while ensuring accuracy and completeness.

Assist with meeting preparation, client reviews, and follow-up items.

Maintain accurate client records and documentation within the CRM.Work closely with Charles Schwab to process client requests and resolve account-related inquiries.

Monitor outstanding service requests and proactively communicate updates to clients and advisors.

Coordinate with custodians and other third-party providers to ensure a seamless client experience.

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