9 results for Client Service Associate Prestigious Wm Firm in Palo Alto, CA

Client Services Associate at Boutique Wealth Management Firm

Mill Valley, CA
onsite
Permanent
80000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate or Senior CSA | Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-150k base (DOE) + Bonus Our client is a boutique wealth management firm known for white-glove service and trusted guidance to ultra-high-net-worth families and private foundations. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience. This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a high-caliber client base. You’ll work closely with advisors and internal partners in an environment that values quality, accountability, and balance. Responsibilities<ul><li>Act as a primary contact for client service requests</li><li>Manage account onboarding, money movement, and account maintenance</li><li>Coordinate client meetings, materials, and follow-ups</li><li>Maintain accurate client records, CRM updates, and documentation</li><li>Work with custodians to process paperwork and resolve issues</li><li>Monitor daily transactions and workflows for accuracy</li><li>Support compliance processes and record retention</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z

Senior Client Service Associate - Wealth Management

San Francisco, CA
onsite
Permanent
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Client Services Associate| Wealth Management Firm| Walnut Creek Join a respected wealth management firm known for delivering an exceptional client experience and thoughtful, strategic advice to high-net-worth individuals. The culture is collaborative, growth-oriented, and built on trust. You’ll have real ownership, a voice in strategy, and the opportunity to build lasting client relationships. Competitive pay, ongoing training, and clear growth potential included. Responsibilities<ul><li>Partner with advisors to onboard new clients and deliver white-glove service</li><li>Lead and support client meetings, including reviews and plan presentations</li><li>Open and maintain accounts; handle client inquiries and service requests</li><li>Keep CRM records accurate and fully documented</li><li>Act as a primary contact for client servicing and proactively anticipate needs</li><li>Monitor account activity and ensure compliance with industry regulations</li><li>Collaborate on investment strategy and participate in team initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Operations Associate at Wealth Management Firm

Mill Valley, CA
onsite
Permanent
90000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus Our client is a boutique wealth management firm serving ultra-high-net-worth families and private foundations. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base. This role offers the chance to join a close-knit team and gain hands-on exposure to sophisticated wealth management operations. You’ll work closely with senior leadership, have real ownership of your work, and be part of a growing firm that values balance, flexibility, and quality. Responsibilities<ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z

Tax Associate - Wealth Management Firm

San Francisco, CA
onsite
Permanent
75000 - 100000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Tax Associate | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a fast-growing wealth management firm launching a new Tax and Estate Planning team. This is a high-visibility, entry-level role supporting high-net-worth clients and working directly with senior professionals. Clear path for growth, strong mentorship, competitive pay, full benefits, 401(k) match, generous PTO, and a December holiday shutdown. Responsibilities<ul><li>Support tax and estate planning projects, including data gathering and projections</li><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and coordinate team workflows</li><li>Manage key administrative tasks and keep deliverables on track</li><li>Conduct research and provide analytical support across the department</li><li>Serve as an initial point of contact for select requests</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Client Services Representative

San Francisco, CA
onsite
Permanent
100000 - 115000 USD / Yearly
Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.Responsibilities:• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies. • Process wire transfers securely and in accordance with regulatory requirements. • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions. • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services. • Build and maintain strong client relationships through proactive and personalized communication. • Guide new clients through the onboarding process to ensure a seamless and welcoming experience. • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries. • Partner with financial advisors to ensure client activities align with their financial strategies and goals. • Maintain accurate and current client records within Salesforce. • Follow up on pending client requests to ensure timely and complete resolutions. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn.
2026-02-06T00:00:00Z

Client Service Associate - 2 Days Onsite

Redwood City, CA
onsite
Permanent
75000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Wealth Management | San Carlos| Hybrid; 2 Days onsite Join a boutique wealth management firm known for personalized advice and long-term relationships with high-net-worth families. You’ll be part of a collaborative, client-first team that combines high-touch service with sophisticated investment expertise. The firm offers a flexible hybrid schedule and supports ongoing education and credential growth. Responsibilities<ul><li>Serve as a key contact for clients, anticipating needs and delivering thoughtful service</li><li>Lead and refine the onboarding process for new clients</li><li>Support financial planning and meeting preparation</li><li>Open and service accounts across custodial platforms</li><li>Coordinate with custodians, CPAs, and attorneys</li><li>Manage cashiering, client records, and CRM updates</li><li>Assist clients with platform access and account navigation</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Client Service Associate - Indep. RIA - 2 Days onsite

San Carlos, CA
onsite
Permanent
80000 - 110000 USD / Yearly
Boutique Wealth Management Firm | 2 days on-site / 3 days from home! A growing boutique wealth management firm with family values, excellent tenures, and an outstanding client retention record is seeking a Client Service Associate or Senior Associate to support they high-net-worth individuals and family clients. This firm delivers customized investment management and financial planning with a strong fiduciary, relationship-driven approach. This is an excellent opportunity for someone who thrives in a high-touch advisory environment and enjoys owning client experience from onboarding through ongoing support. This role has room to grow into greater responsibilities over time and fosters long-term career opportunities and trajectory. Key Responsibilities<ul><li>Serve as a primary point of contact for high-net-worth clients</li><li>Manage new client onboarding and account setup</li><li>Prepare materials for client meetings and handle follow-up</li><li>Support financial planning and portfolio servicing processes</li><li>Coordinate with custodians, accountants, and attorneys</li><li>Process account maintenance, cash movements, and service requests</li><li>Maintain accurate client records in CRM and custodial platforms</li><li>Assist clients with online access and platform navigation</li><li>Proactively anticipate client needs and deliver thoughtful solutions</li></ul>
2026-03-03T00:00:00Z

Client Service Associate - Hybrid; 2 Days onsite

Alamo, CA
onsite
Permanent
70000 - 100000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate| Wealth Management Firm| Walnut Creek| Hybrid; 2 days onsite Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning.You’ll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes. Responsibilities<ul><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and handle internal requests</li><li>Track deliverables, manage workflows, and coordinate calendars</li><li>Serve as a point of contact for select inquiries</li><li>Conduct research and provide analytical support to the Tax and Estate Planning team</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Customer Care Specialist

Palo Alto, CA
onsite
Temporary
25 - 29 USD / Hourly
We are looking for a dedicated Part-Time Customer Care Specialist to join our team in Palo Alto, California. In this long-term contract position, you will play a key role in delivering exceptional service to patients, families, and staff members at our clients Care Gift Shops. Your contributions will enhance the overall customer experience by assisting with sales, inventory management, and merchandising while maintaining high attention to detail. Responsibilities:• Provide outstanding customer service by assisting clients in finding and purchasing retail items, offering product recommendations, and emphasizing quality and utility.• Process sales transactions efficiently, including handling cash, issuing change, and managing credit card payments using Point of Sale systems.• Ensure incoming shipments are accurately received, inspected, tagged, and displayed appropriately within retail locations.• Maintain inventory by fulfilling stock requests, organizing merchandise, and monitoring inventory levels in assigned zones.• Collaborate with leadership to implement merchandising strategies, offering creative ideas to enhance the shop’s aesthetic and customer appeal.• Conduct regular inventory cycle counts, compare results with system data, and work with the coordinator to address discrepancies.• Participate in physical inventory checks, assist with stock receiving, and maintain accurate inventory records.• Uphold the shop’s appearance by cleaning shelves, organizing fixtures, and replenishing merchandise as needed.• Adapt to a fast-paced environment, taking initiative and working effectively both independently and as part of a team.• Provide exceptional support to a diverse range of individuals, including patients, families, and executive leaders, while managing varying personalities and situations.
2026-03-06T00:00:00Z