<p><strong>Client Service Associate – Wealth Management</strong></p><p>A boutique wealth management firm is seeking a <strong>Client Service Associate</strong> to join its high-touch, relationship-driven team. Located in Walnut Creek, CA, the firm serves a select group of clients through personalized financial advice and exceptional service. With a stable, referral-based client base and over 15 years of advisory experience, the team is known for its people-first culture and commitment to long-term relationships.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate will be the primary point of contact for clients, supporting a range of financial and administrative tasks. This role is ideal for professionals who are detail-oriented, proactive, and passionate about delivering outstanding client experiences. The firm values personal and professional growth, encouraging continuous learning and development.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist clients with beneficiary updates, wire transfers, and rollover requests.</li><li>Respond promptly to client inquiries and provide support across financial products and services.</li><li>Facilitate client onboarding and ensure a smooth, welcoming experience.</li><li>Process client transactions including deposits, withdrawals, and account updates.</li><li>Collaborate with financial advisors to align actions with client financial plans.</li><li>Maintain accurate client records in CRM systems (Salesforce preferred).</li><li>Follow up on pending client requests to ensure timely resolution.</li><li>Uphold confidentiality and security of client information.</li><li>Provide administrative support including report preparation and client-facing materials.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>

<p><strong>Qualifications</strong></p><p><strong>Required</strong></p><ul><li>Bachelor’s degree.</li><li>2+ years of client service experience, preferably in wealth management or financial services.</li><li>Familiarity with broker-dealer platforms; LPL experience strongly preferred.</li><li>Strong written and verbal communication skills.</li><li>Professional demeanor and ability to interact confidently with high-net-worth clients.</li><li>Punctuality and reliability.</li><li>Proficiency in Microsoft Office Suite and CRM software (Salesforce preferred).</li><li>Ability to multitask, prioritize, and manage multiple client needs.</li><li>Strong organizational skills and attention to detail.</li><li>Commitment to confidentiality and adherence to firm policies.</li></ul><p><strong>Preferred</strong></p><ul><li>Experience in a financial or wealth management firm.</li><li>Knowledge of financial products and services.</li><li>Series 7 and 66 licenses (preferred but not required).</li></ul><p><strong>Excited about this role? We’d love to hear from you!</strong></p><p>Apply today and send your resume via LinkedIn to<strong> Jonathan Christian (JC) del Rosario</strong> — let’s explore how this opportunity could be the right fit for your next career move.</p>

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