Client Service Associate at Thriving Wealth Management Firm

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm | San Francisco; Hybrid; 3 days onsite | Base + Bonus + Profit Sharing Join a growing investment management firm known for its collaborative culture, high-touch client service, and long-term approach to client relationships. This is an opportunity to work closely with advisors, clients, and operations teams while gaining broad exposure across wealth management and private client services.This role is ideal for someone looking to deepen their career in wealth management. You'll be a key member of the client team, supporting sophisticated investors while gaining experience across client service, account administration, investment operations, and process improvement. The position offers strong visibility, variety in day-to-day responsibilities, and the opportunity to make a meaningful impact on the client experience.ResponsibilitiesServe as a primary point of contact for client requests and account needsSupport account openings, transfers, cash movements, and ongoing account maintenanceCoordinate with custodians and internal teams to ensure timely execution and issue resolutionPrepare client meeting materials, reports, and follow-up itemsMaintain accurate client records and documentationManage workflows, track requests, and ensure an exceptional client experienceAssist with operational projects and process improvement initiativesSupport advisors and private client professionals across a wide range of client activitiesFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.