Client Service Associate-San Jose, CA

As a Client Service Associate, you'll play a critical role in ensuring an exceptional client experience. You’ll support advisors by managing key service and operational tasks while also building strong client relationships.

Responsibilities:

• Serving as the first point of contact for client inquiries and requests
• Coordinating meetings between clients and advisors
• Preparing, processing, and following up on account paperwork
• Maintaining accurate client records and documentation
• Providing proactive outreach and follow-up to deepen relationships
• Supporting the execution of client events and firm initiatives
• Collaborating with advisors and other team members to improve processes and service

Experience:

• 2+ years of experience supporting a financial advisor or wealth manager
• Strong organizational and time management skills—you keep things on track
• Comfortable working in a fast-paced environment with multiple priorities
• Proficiency in CRM systems (Salesforce preferred) and Microsoft Office Suite
• Excellent verbal and written communication skills
• Proactive, solutions-oriented mindset—you take initiative
• Ability to travel occasionally to support other firm locations
   

 This is a full-time, in-office position based in Campbell, CA.

Compensation: 75-85K base salary