26 Results for Client Service Representative Jobs in San Mateo, CA

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Private Client Service Associate $120K + Bonus

San Francisco, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Private Client Service Associate | $100K–$120K + Bonus + Profit Sharing📍 San Francisco | Hybrid 🚀 Established Investment Firm | Wealth Management | Excellent Benefits I’m working on an opportunity with a well-respected investment management firm overseeing individually managed accounts and mutual funds. The firm is looking for a Private Client Service Associate to join its growing Private Client Group. This is an excellent opportunity for someone with a financial services or investment operations background who enjoys building relationships, solving problems, and delivering a high-touch client experience. You’ll gain exposure to a broad range of responsibilities, work with advisors across the firm, and build valuable expertise in private client services. 💡 What You’ll Do<ul><li>Support existing and prospective clients with account servicing and day-to-day requests</li><li>Coordinate new account openings, account maintenance, transfers, cash movements, and other transactions</li><li>Provide operational support to mutual fund shareholders</li><li>Prepare client meeting materials, portfolio reports, and follow-up items</li><li>Coordinate with custodians, transfer agents, advisors, and internal teams</li><li>Maintain accurate client records and documentation while following compliance procedures</li><li>Research account discrepancies, resolve processing issues, and escalate exceptions when needed</li><li>Help improve workflows, procedures, and processes as the team grows</li></ul>
2026-10-25T00:00:00Z

26 results for Client Service Representative in San Mateo, CA