11 results for Client Service Associate Wealth Management in Los Gatos, CA

Client Service Associate - Wealth Mangement Firm **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Client Service AssociateEmployment Type: Full-TimeLocation: San Francisco- HybridComp: $90-$125k + Bonus + Great Benefits We are partnering with a Wealth Management firm, a Registered Investment Advisor with 12B+ AUM, provides investment advice to ultra-high net worth families. Responsibilities:<ul><li>Collaborate with the Advisory Group, Investment Department, and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li><li>Support the execution and ongoing monitoring of client financial plans, coordinating efforts with external advisors such as estate attorneys, CPAs, and insurance professionals.</li></ul>

Senior Client Service Associate **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior Client Service AssociateEmployment Type: Full-TimeLocation: Walnut Creek; 5 days on siteSalary: $80-120k + bonus A well-established Wealth Management (RIA) firm is seeking a full-time experienced Client Service Associate to join their team. The Senior Client Service Associate works alongside a Senior Financial Advisor to provide top-tier support to both current and potential clients. Join a dynamic, collaborative team that values teamwork and client success! Responsibilities:<ul><li>Working closely with financial advisors to facilitate a smooth onboarding process for new clients.</li><li>Coordinating and managing client and prospect meetings, including scheduling, preparation, and follow-up.</li><li>Maintaining and updating CRM systems to ensure accurate client and prospect records.</li><li>Attending client meetings under the guidance and supervision of a financial advisor.</li><li>Handling client service tasks such as collecting financial planning information, managing account setup and maintenance, and addressing inquiries.</li><li>Engaging and contributing to team meetings and discussions.</li></ul>

Senior Client Service Associate - Wealth Management *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a boutique financial firm known for its personalized approach to wealth management. This is a prime opportunity to work alongside experienced advisors, contribute to client success, and advance your expertise in financial planning.Responsibilities: <ul><li>Support client onboarding and manage scheduling, preparation, and follow-ups.</li><li>Maintain accurate CRM records and handle client service requests.</li><li>Assist in financial planning analysis and data management.</li><li>Participate in client meetings and strategy discussions.</li><li>Act as a secondary advisor, leading client reviews and recommending investment updates.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Associate Director of Operations **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Associate Director of OperationsEmployment Type: Full-Time/Direct HireLocation: San Francisco (FiDi); 3 days in officeSalary: $130-150k base + Bonus This wealth advisory firm offers personalized financial management services to individuals, families, and institutional clients. With approximately $1.2 billion in assets under management, the firm provides strategic investment solutions aimed at helping clients achieve their long-term financial objectives. Responsibilities:<ul><li>Lead a team of five professionals across Client Service, Operations, and Trading to meet both client and firm requirements.</li><li>Supervise the execution of daily, monthly, quarterly, and annual transactions, ensuring compliance with regulatory standards and maintaining accuracy and timeliness.</li><li>Support the team in collaborating with various custodians and external data providers.</li><li>Evaluate Advisor requests from different locations, allocating team resources as necessary.</li><li>Collaborate with the Director of Operations to enhance and implement processes for client onboarding, performance reporting, and transaction reconciliation related to both new and ongoing investment activities.</li></ul>

Senior Client Service Associate *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a boutique financial firm known for its personalized approach to wealth management. This is a prime opportunity to work alongside experienced advisors, contribute to client success, and advance your expertise in financial planning.Responsibilities: <ul><li>Support client onboarding and manage scheduling, preparation, and follow-ups.</li><li>Maintain accurate CRM records and handle client service requests.</li><li>Assist in financial planning analysis and data management.</li><li>Participate in client meetings and strategy discussions.</li><li>Act as a secondary advisor, leading client reviews and recommending investment updates.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Associate Financial Planner Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Join a fast-growing RIA dedicated to exceptional client satisfaction and team growth! Their vibrant culture fosters lifelong partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a 401(k) plan, a lifestyle stipend, and a united, supportive team. Responsibilities:<ul><li>Assist Lead Advisors in delivering exceptional client service.</li><li>Act as the primary point of contact for all client communications.</li><li>Ensure timely and comprehensive responses in collaboration with the Lead Advisor.</li><li>Track task progress and follow up on outstanding action items.</li><li>Proactively address client issues and concerns to ensure satisfaction.</li><li>Understand client expectations and preferences to advocate effectively.</li><li>Work with internal teams to enhance client service processes and workflows.</li><li>Manage client relationships, including preparing meeting materials and providing ongoing support.</li></ul> Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Associate Financial Advisor Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Our client is a thriving RIA. They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Accounts Receivable Specialist Job DescriptionAccounts Receivable SpecialistNon-Profit OrganizationLocation: Onsite in Colma, CAAre you an experienced accounting professional with a knack for managing receivables and a passion for working in mission-driven organizations? A well-respected non-profit organization in Colma, CA is seeking an Accounts Receivable Specialist to join their team onsite. This role focuses on ensuring smooth revenue processing, donor payments, grant receivables, and maintaining accurate accounts within a non-profit environment.Responsibilities<ul><li>Accounts Receivable Processing: Accurately record and process all incoming payments, including grants, donor contributions, event revenues, and other receivables.</li><li>Invoice Management: Prepare and send invoices for program services, partnerships, and other receivables, ensuring accuracy and compliance with contract terms.</li><li>Grant & Fund Management: Track grant-related receivables and ensure proper classification in alignment with grant restrictions or donor requirements.</li><li>Customer/Donor Communication: Communicate with donors, partners, and stakeholders to address payments, outstanding balances, or invoice-related inquiries.</li><li>Reconciliations: Conduct monthly AR reconciliations to ensure alignment between general ledger accounts and receivables balances.</li><li>Cash Flow Management: Assist in forecasting cash inflows from receivables to contribute to accurate cash flow management.</li><li>Records Maintenance: Maintain detailed and organized AR records, ensuring compliance with audit standards and non-profit financial regulations.</li><li>Internal Collaboration: Work closely with the accounting team, development team, and grants management teams to ensure accurate reporting of revenue and fund allocations.</li><li>Audit Support: Provide documentation and necessary support for financial audits and year-end processes related to receivables.</li><li>Compliance: Ensure AR processes comply with GAAP, nonprofit accounting standards, and the organization’s policies and procedures.</li></ul>

Finance Associate (Venture Capital Firm) Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Our client, a San Francisco-based venture capital firm, invests in blockchain, crypto, and fintech, blending startup innovation with institutional expertise. As a Finance Associate, you’ll work closely with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio company engagement. This dynamic role offers growth, autonomy, and the chance to shape the future of finance and technology. Responsibilities<ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul>Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Associate We are seeking an Administrative Assistant to join our team in South San Francisco, California. In this role, you will be greeting office guests, managing calendars, planning meetings, and handling various personal requests for the executives. You will also be involved in organizing company events, lunches, maintaining the office, internal communication and marketing activities.. Responsibilities will include: • Manage and organize the executive's appointment calendar, including planning and scheduling meetings, conferences, teleconferences, and business and personal travels.• Act as the primary point of contact for the office and clients, focusing on maintaining the executive's schedule, meetings, and appointments with precise preparation and punctual reminders.• Assist the executives with various personal requests and tasks.• Aid the executives with property management tasks including rental, investment, and miscellaneous properties.• Produce and facilitate internal communication by transcribing, recording, and formatting meeting discussions and notes to produce reports, presentations, and briefs.• Conserve the executive's time by reading, researching, and routing correspondence, drafting letters and documents, and collecting and analyzing information to provide abbreviated methods for decision making, solutions, and efficient processes.• Support and maintain the Marketing Department by assisting with the management of the company's social media profiles and presence, including Facebook, Twitter, LinkedIn, and any additional channels in the future.• Collaborate with the Design Department to provide support for new lead attendance, proposal writing, and scheduling.• Collaborate with the Design Department and the Accounting Department to provide Client Purchases including but not limited to: Obtaining quotes by working with the vendor, generating purchase order quotes, processing the payment of the purchase quote, and delivery coordination.• Welcome guests and clients by greeting them, in person or on the telephone, answering or directing inquiries, and transcribing messages.• Organize company events for holiday celebrations, staff appreciation and recognition, and key staff meetings.Other duties as they arise.

Collections Specialist (AR) Position Overview:The Collections Specialist will be responsible for managing customer accounts, overseeing accounts receivable activity, and ensuring timely collection of outstanding invoices. The ideal candidate will possess strong communication, negotiation, and problem-solving skills, with an in-depth understanding of collections processes, systems, and best practices. Key Responsibilities:<ul><li>Monitor and manage accounts receivable to ensure timely payment of outstanding invoices</li><li>Conduct a high volume of outbound calls and send email correspondence to customers to resolve overdue accounts and collect payments</li><li>Investigate and resolve billing discrepancies in collaboration with customers and internal departments.</li><li>Prepare, analyze, and deliver detailed aging reports and summaries to management on account statuses</li><li>Maintain accurate and detailed records of all collection communications in the company's financial systems</li><li>Negotiate and establish payment plans, as necessary, to facilitate collections and reduce delinquencies.</li><li>Respond promptly to customer inquiries and concerns regarding account balances and billing issues.</li><li>Collaborate with teams such as sales, customer service, and accounting to address disputes and improve the collection process.</li><li>Support month-end and quarter-end activities, ensuring all receivables are reconciled correctly.</li><li>Recommend accounts for write-offs and coordinate with management on recovery efforts where applicable.</li><li>Maintain a high degree of professionalism, ethical communication and confidentiality both internally and with customers</li></ul>