<p>An established <strong>financial advisory and wealth management firm</strong> in Rancho Santa Fe is looking for a professional <strong>Senior Client Services Associate</strong> to provide high-level support to advisors and clients. This firm offers comprehensive financial planning, investment management, and estate services to a select clientele. This is a key role for someone who enjoys building lasting client relationships, managing complex administrative tasks, and ensuring the seamless execution of financial transactions.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary point of contact for high-net-worth clients regarding account activity, statements, and service requests.</li><li>Prepare and process new account paperwork, transfers, and investment documentation.</li><li>Coordinate with custodians (Charles Schwab, Fidelity, etc.) to ensure timely and accurate account management.</li><li>Maintain client files and CRM records with precision and confidentiality.</li><li>Support financial advisors in preparing client review materials, reports, and presentations.</li><li>Manage follow-ups on trades, contributions, distributions, and compliance documentation.</li><li>Assist with onboarding new clients and coordinating cross-departmental communication.</li><li>Participate in process improvement and workflow initiatives to enhance client experience.</li></ul>

<ul><li>3+ years of experience in <strong>financial services, wealth management, or investment operations</strong>.</li><li>Strong knowledge of <strong>custodial platforms</strong> and financial documentation.</li><li>Excellent communication, organization, and client relationship management skills.</li><li>Proficiency with <strong>CRM systems</strong> (Redtail, Salesforce, or similar) and Microsoft Excel.</li><li>Series 7 or Series 65 license a plus (not required).</li><li>Bachelor’s degree in Business, Finance, or related field preferred.</li></ul><p><br></p>

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