12 results for Technical Client Service Associate Wealth Management in San Jose, CA

Client Service Associate – Wealth Management

San Carlos, CA
onsite
Permanent
75000 - 115000 USD / Yearly
Client Service Associate – Wealth Management📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)💰 $75K–$115K base + discretionary bonus A growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment. What you’ll do:<ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul>
2026-03-16T00:00:00Z

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

Operations Associate | Wealth Management Firm

Mill Valley, CA
onsite
Permanent
110000 - 130000 USD / Yearly
Jennifer Fukumae with Robert Half’s Finance and Accounting is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families. The firm has an average client relationship exceeding $15M. They are seeking an Operations Associate to support their team! Responsibilities <ul><li>Trade Execution: Process trades across custodial platforms, resolve discrepancies, and ensure timely settlement.</li><li>Data Oversight: Maintain accurate data across portfolio reporting systems, CRM, and custodians.</li><li>Reconciliation: Review and reconcile transactions, cost basis, and holdings across client accounts.</li><li>Account Support: Assist with account setup and system integrations, ensuring proper configuration and data flow.</li><li>Client Reporting: Prepare and distribute quarterly performance reports.</li><li>Operational Support: Provide general support to advisors and contribute to process improvements and efficiency initiatives.</li></ul>
2026-03-20T00:00:00Z

Senior Client Service Associate | East Bay Wealth Management

San Ramon, CA
onsite
Permanent
90000 - 120000 USD / Yearly
A growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients. This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships. Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul>
2026-03-16T00:00:00Z

Associate Advisor at Thriving Wealth Management Firm

San Ramon, CA
onsite
Permanent
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | Danville| Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z

Operations Manager at Wealth Management Firm

Alamo, CA
onsite
Permanent
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Operations Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite Our client is a fast-growing wealth management firm known for its collaborative culture and commitment to developing its people. They are seeking an experienced operations leader to help scale the firm’s infrastructure while supporting advisors and delivering an exceptional client experience.This is a highly visible role where you’ll oversee daily operations, lead a team, and drive process and technology improvements as the firm continues to grow. The firm offers generous PTO, fully paid employee health benefits, and a culture that values balance and long-term career growth. Responsibilities<ul><li>Lead day-to-day operations supporting advisors and client service teams</li><li>Improve and scale operational processes across onboarding, reporting, and client service</li><li>Manage client onboarding, account administration, and custodial paperwork</li><li>Ensure operational compliance and regulatory alignment</li><li>Train and mentor a team of operations professionals</li><li>Oversee CRM, portfolio reporting, and workflow systems</li><li>Partner with leadership to implement automation and technology improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-08T00:00:00Z

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.
2026-03-13T00:00:00Z

Senior Wealth Analyst - TOP RIA

Menlo Park, CA
onsite
Permanent
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Wealth Analyst | Top Wealth Management Firm| Menlo Park | Hybrid | Base + Excellent Perks Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence.This is a great opportunity to join a rapidly growing independent RIA where you’ll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment. Responsibilities<ul><li>Support Wealth Advisors in delivering high-level client service and financial planning</li><li>Gather and analyze client data to build and refine financial plans</li><li>Prepare planning analyses and investment recommendations using financial planning tools</li><li>Assist with portfolio monitoring, account maintenance, and client requests</li><li>Support proposal development for prospective clients</li><li>Maintain organized client records within Salesforce</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-08T00:00:00Z

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 - 2days onsite

Alamo, CA
onsite
Permanent
7000 - 110000 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.
2026-03-14T00:00:00Z

Client Services Associate - Hybrid, 2 days onsite

Alamo, CA
onsite
Permanent
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Services Associate | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite Our client is a leading fee-based wealth management firm known for its disciplined investment strategy and client-first approach. They are seeking a Client Service / Operations professional to support Wealth Advisors and ensure a smooth client experience. This role offers strong exposure to wealth management operations within a collaborative team environment. The firm provides excellent benefits including fully paid healthcare and generous PTO. Responsibilities<ul><li>Support advisors with client service and operational needs</li><li>Assist with client onboarding and account administration</li><li>Process ACAT transfers, RMDs, and money movements</li><li>Prepare client documentation and reports</li><li>Maintain client records and respond to client inquiries</li><li>Assist with quarter-end reporting and meeting coordination</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-08T00:00:00Z

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