<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with <strong>Charles Schwab</strong> to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul><p><br></p>

<ul><li>2+ years of experience in a Client Service Associate, Client Relationship Associate, or Wealth Management Operations role.</li><li>Experience supporting Financial Advisors within an RIA or Wealth Management firm.</li><li>Hands-on experience working with Charles Schwab as a custodian (nice to have)</li><li>Strong understanding of account opening, ACAT transfers, money movements, and general client service workflows.</li><li>Exceptional organizational skills with strong attention to detail.</li><li>Excellent verbal and written communication skills.</li><li>Ability to manage multiple priorities in a fast-paced, client-focused environment.</li><li>Proficiency with Microsoft Office; CRM experience is a plus.</li></ul><p> </p><p><strong>Compensation &amp; Benefits</strong></p><ul><li>Base salary: <strong>$85,000-$100,000</strong>, depending on experience.</li><li>Stable, collaborative team with strong tenure.</li><li>Opportunity to join a growing boutique RIA committed to delivering personalized, high-touch service.</li><li>Comprehensive benefits package.</li></ul><p> </p><p> For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p>

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