Client Service Analyst Private Wealth Management | San Francisco Evolve Talent Partners is partnering with an established San Francisco-based wealth management firm to hire a Client Service Analyst. This is an excellent opportunity for an early-career professional interested in building a career in private wealth management. The Analyst will work closely with advisors and senior client service professionals, gaining hands-on experience supporting high-net-worth clients while learning the systems, processes, and operational foundations of a sophisticated wealth management business. The ideal candidate is organized, curious, detail-oriented, and motivated by delivering exceptional service. This role is well suited for someone who enjoys learning, takes ownership of their work, and is comfortable working in a collaborative, fast-paced environment.
Responsibilities
- Provide day-to-day operational support to advisors and client service professionals
- Assist with new client onboarding, account opening, engagement agreements, investment policy statements, and related documentation
- Support account activity including transfers, wires, checks, trades, and portfolio rebalancing under the direction of experienced team members
- Prepare materials for client meetings and track follow-up items and next steps
- Maintain client and internal databases and ensure accurate recordkeeping
- Assist with projects involving portfolio updates, documentation, data quality, and process improvement
- Communicate professionally with clients, custodians, vendors, and internal colleagues
- Identify and escalate non-routine, sensitive, or time-critical issues appropriately
- Contribute to projects designed to improve team processes and the overall client experience
Qualifications
- Bachelor’s degree required
- Relevant internships or experience in client service, administration, financial services, accounting, or a related area are helpful but not required
- Strong organizational skills and exceptional attention to detail
- Excellent written and verbal communication skills
- Strong analytical and problem-solving abilities
- Ability to manage multiple priorities and meet deadlines in a time-sensitive environment
- Genuine interest in client service, financial markets, and private wealth management
- Demonstrated initiative, ownership, and follow-through
- Proficiency with Microsoft Excel, Word, Outlook, and Adobe Acrobat
- Sound judgment and discretion when working with confidential information
- Collaborative, team-oriented approach and a willingness to pitch in wherever needed
Compensation & Benefits Starting base salary: approximately $80,000, depending on experience The firm offers a comprehensive benefits package including health, dental, and life insurance, as well as a 401(k) plan. This is an opportunity to join a highly collaborative wealth management team and develop a strong foundation in private client service and investment operations.