Archived listing. The details below describe a past opening.
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.
✨ Client Service Associate 📍 San Carlos, CA (Hybrid) 🏢 Established Wealth Management Firm 💰 Competitive Base + Bonus
Join a growing advisory team in a hybrid client service role supporting both wealth management operations and insurance-related client needs. This opportunity requires strong client service experience and insurance expertise, with an eagerness to develop it in a collaborative, growth-focused environment. An excellent opportunity for a highly organized, client-focused professional who enjoys building relationships, managing complex workflows, and contributing to a collaborative, growth-oriented team.
The Role The Client Service Associate will serve as a primary point of contact for clients while managing a variety of operational, administrative, and insurance servicing responsibilities. The role combines traditional wealth management client service functions with insurance case management and planning support, offering broad exposure across advisory operations.
Key Responsibilities
- Manage client account servicing, including account openings, beneficiary updates, money movement requests, rollovers, and account maintenance.
- Support life insurance and annuity operations, including application processing, underwriting coordination, carrier communication, policy servicing, and contract delivery.
- Serve as a primary contact for client inquiries and service requests via phone, email, and virtual meetings.
- Maintain accurate client records, workflows, and activity tracking within CRM and planning systems.
- Coordinate with custodians, insurance carriers, and internal team members to ensure timely execution of client requests.
- Track compliance-related activities, documentation, and operational processes.
- Assist with financial planning support, client onboarding, data gathering, and plan preparation.
- Manage advisor scheduling and client meeting coordination.
- Support referral tracking, marketing initiatives, and client engagement efforts.
- Assist with special projects and operational improvements as needed.
For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
Qualifications
- Active California Life & Health Insurance License required prior to start date.
- 3+ years of experience in wealth management, insurance operations, financial services client service, or a related field.
- Experience supporting life insurance and/or annuity products.
- Strong organizational, multitasking, and client communication skills.
- Ability to manage multiple priorities in a fast-paced, client-focused environment.
Ideal Background:
- Experience with CRM, financial planning, document management, or workflow software used within advisory practices.
- Exposure to financial planning, paraplanning, or client onboarding processes.
- Experience working with an independent advisory, broker-dealer, RIА, insurance, or financial services organization.
- Additional securities licenses or insurance certifications are a plus.
Why Join?
- Fully remote opportunity with flexibility and autonomy.
- Established, growing advisory practice with a strong commitment to client service.
- High-visibility role with meaningful client interaction and exposure to multiple areas of the business.
- Opportunity to develop expertise in wealth management operations, insurance services, and financial planning support.
- Collaborative team environment with long-term growth potential.
- Competitive compensation package including bonus opportunity.
Interested or just want to explore? Reach out to Anisa Henry via email or LinkedIn.