Interested? Connect with me on LinkedIn - Mahmoud Adam, CPA - and send me your resume directly!
💰 Private Client Service Associate | $100K–$120K + Bonus + Profit Sharing 📍 San Francisco | Hybrid 🚀 Established Investment Firm | Wealth Management | Excellent Benefits
I’m working on an opportunity with a well-respected investment management firm overseeing individually managed accounts and mutual funds. The firm is looking for a Private Client Service Associate to join its growing Private Client Group.
This is an excellent opportunity for someone with a financial services or investment operations background who enjoys building relationships, solving problems, and delivering a high-touch client experience.
You’ll gain exposure to a broad range of responsibilities, work with advisors across the firm, and build valuable expertise in private client services.
💡 What You’ll Do
- Support existing and prospective clients with account servicing and day-to-day requests
- Coordinate new account openings, account maintenance, transfers, cash movements, and other transactions
- Provide operational support to mutual fund shareholders
- Prepare client meeting materials, portfolio reports, and follow-up items
- Coordinate with custodians, transfer agents, advisors, and internal teams
- Maintain accurate client records and documentation while following compliance procedures
- Research account discrepancies, resolve processing issues, and escalate exceptions when needed
- Help improve workflows, procedures, and processes as the team grows
🧠 Who They’re Looking For
- 3+ years of financial services experience, ideally in client service or operations at an RIA or investment firm
- Strong understanding of investment accounts, securities, or mutual funds is a plus
- Excellent communication, organization, and follow-through
- High attention to detail and the ability to manage multiple priorities
- Professional, dependable, and comfortable handling confidential client information
- Strong Microsoft Office skills, especially Excel; Salesforce experience is preferred
- Tech-savvy, with an awareness of cybersecurity risks and secure information handling
🌟 Why This Opportunity Stands Out
- 💰 $100K–$120K base + bonus + profit sharing
- 🏥 Medical, dental, and vision coverage, with the company paying 88% of premiums for employees and family
- 💼 401(k) match with potential contributions up to the annual IRS limit of $24,500 (subject to plan terms and eligibility)
- 📈 Join an established firm with strong employee tenure
- 🤝 Collaborative culture with a team-oriented approach
- 🔄 Broad exposure across the firm's client base and investment platform
- 🎉 A work-hard, play-hard environment with company events
- 🏙️ Convenient San Francisco location with a consistent Tuesday–Thursday in-office schedule
📩 Reach out to Mahmoud Adam, CPA, on LinkedIn and send me your resume directly!