Client Experience Specialist — Hybrid Role in Wealth Growth

Team-Hewins,-LLC; Foster City (CA); Hybrid; USD 83,000 - 93,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Paid time off

Education reimbursement

Employee engagement platform

Health & wellness benefit

Early Friday closure

Onsite gym

Job summary

Team Hewins is a fee-only Registered Investment Advisor. We seek a Client Service Specialist to ensure a seamless custodian experience in our Foster City office, with a hybrid schedule (3 days in office, 2 at home).

You will support advisor teams, manage client requests, and liaise with custodians like Schwab to resolve issues promptly. The role requires caring about client outcomes, strong organizational skills, and solid communication.

Qualifications

• Bachelor's degree required; 1–2 years in financial planning, wealth management or related field preferred.
• Strong client-service orientation with excellent written and verbal communication.
• Experience using Salesforce and Schwab platforms is a plus.

Responsibilities

• Interface with clients as an extension of the advisor teams.
• Coordinate with advisors and internal teams to meet client needs and expectations.
• Process routine maintenance and cashiering transactions for client accounts.
• Prepare, deliver, and monitor client custodial paperwork for timely processing.
• Act as liaison with custodians, primarily Schwab, and escalate issues when needed.

Skills

Client service

Organization

Communication

Salesforce experience

Education

Bachelor's degree

Tools

Salesforce

Charles Schwab

Job description

Team Hewins is a fee-only Registered Investment Advisor. We seek a Client Service Specialist to ensure a seamless custodian experience in our Foster City office, with a hybrid schedule (3 days in office, 2 at home).

You will support advisor teams, manage client requests, and liaise with custodians like Schwab to resolve issues promptly. The role requires caring about client outcomes, strong organizational skills, and solid communication.