Wealth Management Client Associate

Wealth Management Client Associate Rydge Wealth Management Burlingame, CA Job Details Full-time $75,000 - $95,000 a year 10 hours ago Benefits Paid holidays Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Opportunities for advancement Retirement plan Qualifications Financial planning software Economics Microsoft Excel Microsoft Outlook Investment management software Financial planning firm experience Regulatory compliance Finance Attention to detail Full Job Description Client Service Manager (Hybrid - Burlingame, CA) The Client Service Manager plays a key leadership role in delivering a high-quality client experience within a financial planning firm. This hybrid position is based out of the Burlingame, CA office, with a structured schedule of 3 days in-office and 2 days remote per week. The role partners closely with financial advisors to manage client relationships, oversee service operations, and ensure a seamless client experience. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced, client-focused environment. ⸻ Key Responsibilities Client Relationship Management Serve as a primary point of contact for clients via phone, email, and in-person interactions Deliver a high level of service by responding promptly and professionally to client inquiries and requests Schedule and coordinate client meetings, including preparation of supporting documentation Conduct timely follow-up after meetings to ensure client satisfaction and address next steps Administrative & Service Oversight Oversee the preparation and processing of client paperwork for new accounts, transfers, distributions, and other service requests Submit and track account applications through custodial platforms (e.g., Schwab, Fidelity, TD Ameritrade) Ensure accurate and up-to-date client records within CRM systems (e.g., Redtail, Salesforce) Monitor outstanding items and ensure timely resolution Operational Support Lead or support onboarding of new clients, including documentation and compliance requirements Maintain organized electronic document management systems Support compliance efforts by preparing reports and ensuring proper recordkeeping Assist with tax data input, including organizing and entering client financial information accurately to support tax preparation and planning processes Team Collaboration & Process Improvement Partner with financial advisors, paraplanners, and team members to support firm objectives Participate in internal meetings to stay aligned on client activity and firm initiatives Identify opportunities to improve workflows and enhance the overall client experience ⸻ Qualifications Required 2+ years of client service or administrative experience, preferably in financial services Strong interpersonal and communication skills (written and verbal) Excellent organizational skills with high attention to detail Proficiency in Microsoft Office Suite (Excel, Word, Outlook) Ability to maintain confidentiality and adhere to regulatory standards Preferred Experience with financial planning software (e.g., eMoney, MoneyGuidePro) and custodial platforms Working knowledge of investment products and financial planning concepts FINRA Series 6/7 and/or 63/65 licenses (preferred, not required) ⸻ Personal Attributes Client-focused with a strong service orientation Self-motivated and proactive problem solver Adaptable and able to perform effectively in a team environment ⸻ Compensation & Benefits Performance-based bonus opportunities Health, dental, and vision insurance 401(k) with employer match Paid time off and holidays Ongoing professional development and career growth opportunities

Job Type:

Full-time Pay:

$75,000.00 - $95,000.00 per year

Benefits:

401(k) matching Health insurance Retirement plan

Work Location:

Hybrid remote in Burlingame, CA 94010