Senior Client Service Associate

Position Title: Senior Client Service Associate

MUST LIVE WITHIN A COMMUTABLE DISTANCE OF CAMPBELL, CA

Build relationships that go far beyond managing accounts. A growing, values-driven wealth management firm is seeking a Senior Client Service Associate to deliver highly personalized support to high-net-worth and ultra-high-net-worth families. This role combines hands-on client service, financial account administration, relationship management, and emerging technology, and includes everything from account transactions and documentation to client meetings and community speaking engagements.

This role is remote 90% of the time. The ideal candidate brings 3–6 years of financial services experience, exceptional written and verbal communication skills, and a genuine commitment to providing warm, responsive, high-touch service. They should be proactive, highly organized, comfortable working independently, and excited to use AI and new technology to improve the client experience.

Salary Range: $100,000 - $120,000 / Year, DOE + 10k bonus

Responsibilities

• Deliver white-glove, high-touch service to high-net-worth and ultra-high-net-worth clients
• Manage client requests with a strong focus on responsiveness, accuracy, and follow-through
• Process account transactions including distributions, ACH and wire transfers, journal entries, and qualified charitable distributions
• Prepare and process new account paperwork, beneficiary changes, trust documentation, and account maintenance forms
• Support client meetings and financial planning implementation while coordinating with CPAs, attorneys, and other outside professionals as needed
• Participate in periodic speaking engagements and community events, including presentations at churches throughout the Bay Area
• Work with custom AI tools and agents, providing feedback and identifying opportunities to improve workflows and client service processes

Requirements

• 3–6 years of experience in financial services, ideally within an RIA environment supporting HNW or UHNW clients
• Hands-on experience with account transactions and financial account documentation
• Familiarity with custodial platforms such as Fidelity or Schwab and CRM platforms such as Wealthbox or Redtail
• Strong proficiency with Microsoft Office, including Excel, Word, and Outlook
• Exceptional written and verbal communication skills with a polished, relationship-focused approach
• Close attention to detail, particularly when handling compliance-sensitive documentation
• Strong organizational skills with the ability to manage multiple client requests simultaneously
• Ability to handle confidential financial and personal information with discretion
• Proactive, self-directed approach with the ability to identify issues and drive them through resolution
• Comfort working with AI-based tools and enthusiasm for adopting new technology

Preferred Qualifications

• Series 65 or 66 license, or willingness to obtain one
• Notary public certification
• Familiarity with trust, estate, and beneficiary-related processes
• Experience supporting financial planning implementation
• Experience with financial planning platforms such as eMoney or RightCapital
• Experience coordinating directly with CPAs, attorneys, or insurance professionals
• Track record of developing long-term client relationships in a service-focused environment
• Experience implementing or improving AI-powered systems and workflows

Benefits

• 401(k) plan with employer contribution
• Paid vacation, personal, and sick time
• Generous paid holiday office closures
• Annual professional development and continuing education stipend
• Support for licensing, certifications, and ongoing professional growth
• Clear advancement potential toward a Financial Advisor position

If you are a relationship-driven financial services professional who takes ownership, communicates exceptionally well, and wants to grow into a trusted advisor, apply today.