<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Services Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus</strong></p><p> </p><p>Join a <strong>well-established, growth-oriented wealth management firm</strong> known for its <strong>client-first culture</strong>, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to <strong>financial advisors, firm leadership, and high-net-worth clients</strong>.</p><p> </p><p>The firm offers a <strong>flexible hybrid schedule</strong>, strong mentorship, ongoing professional development, <strong>internal growth opportunities</strong>, <strong>bonus potential</strong>, retirement contributions, and employee financial planning benefits.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a primary contact for client service and account maintenance</li><li>Support account openings, transfers, money movement, and other client requests</li><li>Coordinate client meetings and ongoing advisor outreach</li><li>Prepare and process client paperwork while maintaining accurate CRM records</li><li>Communicate with clients, custodians, and internal teams to ensure timely resolution of requests</li><li>Monitor account activity and follow up on outstanding documentation</li><li>Support workflow improvements, operational initiatives, and special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>

<ul><li><strong>1-3+ year</strong> of client service or operations experience in <strong>wealth management, ideally at an RIA</strong></li><li><strong>Proficiency with Schwab advisor center is ideal</strong></li><li>Proficiency in <strong>Microsoft Office</strong>; CRM experience and an interest in <strong>technology and process improvement</strong> are a plus</li><li>Experience supporting account servicing and client documentation</li><li>Strong communication, organization, and attention to detail</li><li>Proactive, dependable, and client-focused</li><li>Comfortable managing multiple priorities in a fast-paced environment</li><li>Bachelor&#39;s degree in Business, Finance, Accounting, Economics, or a related field preferred</li></ul><p><strong>Interested or even just curious? </strong>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u>. </strong></p><p> </p><p>Michelle is a <strong>Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> wealth management </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p>

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