Client Services Associate - Hybrid, 2 days onsite

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Services Associate | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite Our client is a leading fee-based wealth management firm known for its disciplined investment strategy and client-first approach. They are seeking a Client Service / Operations professional to support Wealth Advisors and ensure a smooth client experience. This role offers strong exposure to wealth management operations within a collaborative team environment. The firm provides excellent benefits including fully paid healthcare and generous PTO. ResponsibilitiesSupport advisors with client service and operational needsAssist with client onboarding and account administrationProcess ACAT transfers, RMDs, and money movementsPrepare client documentation and reportsMaintain client records and respond to client inquiriesAssist with quarter-end reporting and meeting coordinationFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.