Client Service Associate

Boutique Recruiting; San Diego (CA); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Competitive base salary

Performance-based bonus

Comprehensive employee benefits

401(k) retirement plan

Paid time off and company holidays

Job summary

Boutique Recruiting is seeking a Client Service Associate for a boutique wealth management firm in San Diego. You will be the trusted first point of contact for high-net-worth clients, handling communications, account administration, CRM accuracy, meeting preparation, and day-to-day office workflows with advisors and back-office teams.

Ideal candidate has 3+ years in financial services, a Bachelor’s degree, strong Outlook/Excel/Word skills, CRM experience (Salesforce, Redtail, Wealthbox), and a

Qualifications

• Minimum 3 years of experience in financial services, including wealth management, banking, brokerage, insurance or related environment.
• Bachelor’s degree required.
• Proficient in Microsoft Outlook, Excel, and Word with experience using CRM platforms such as Salesforce, Redtail, Wealthbox or similar.
• Exceptional attention to detail with the ability to manage multiple priorities while maintaining client service.
• Polished verbal and written communication skills with the ability to build trust and meaningful client relationships.
• Proactive, discreet, and highly dependable handling confidential financial and personal information.
• Comfort learning and using modern technology and AI-assisted tools in daily workflows.

Responsibilities

• Deliver a warm, polished client experience as the first point of contact for service requests.
• Process new accounts, transfers, deposits and distributions with accuracy and follow-through.
• Prepare account paperwork, statements, performance reports and regulatory correspondence; track items to completion.
• Own CRM data integrity with accurate client records, notes, workflows and follow-ups.
• Anticipate advisor and client needs by preparing materials and coordinating logistics for meetings.
• Manage client correspondence and firm inbox with discretion and urgency, escalating complex matters as needed.
• Support office operations and client events by maintaining a professional environment and coordinating supplies.

Skills

CRM platforms

Outlook

Excel

Communication

Attention to detail

Relationship building

AI tools

Education

Bachelor’s degree

Tools

Salesforce

Redtail

Wealthbox

Job description

Position Title: Client Service Associate

Salary Range:

• 2-5 years experience $75k, with $10k bonus to $85k OTE
• 5+ years $85k base with $10k bonus to $95k OTE

A boutique wealth management firm is seeking a Client Service Associate to serve as a trusted point of contact for high-net-worth clients while owning the operational details that keep a growing practice running smoothly. This individual will manage client communications, account administration, CRM accuracy, meeting preparation, and day-to-day office workflows while partnering closely with financial advisors, custodians, compliance, and back-office teams. The ideal candidate is polished, proactive, and exceptionally organized, with a natural ability to build relationships and the discipline to follow every detail through to completion

Responsibilities

• Deliver a warm, polished, and highly personalized client experience while serving as a trusted first point of contact for service requests and day-to-day needs
• Process new accounts, transfers, deposits, distributions and other account service requests with exceptional accuracy and follow-through
• Prepare account paperwork, statements, performance reports and regulatory correspondence while tracking outstanding items through completion
• Own CRM data integrity by maintaining accurate client records, notes, workflows, follow-ups and recurring processes
• Anticipate advisor and client needs before meetings by preparing materials, technology and hospitality details so every interaction feels seamless
• Manage client correspondence and the firm inbox with professionalism, discretion and urgency while appropriately escalating complex matters
• Support office operations and client events by maintaining a polished environment, coordinating supplies and mail, and assisting with seminars and special events

Requirements

• Minimum 3 years of experience within financial services, including wealth management, banking, brokerage, insurance or a related environment
• Bachelor’s degree
• Strong proficiency in Microsoft Outlook, Excel and Word with experience using CRM platforms such as Salesforce, Redtail, Wealthbox or similar
• Exceptional attention to detail with the ability to manage competing priorities without sacrificing accuracy or client service
• Polished verbal and written communication skills with a genuine ability to build trust and meaningful relationships with clients
• Proactive, discreet, and highly dependable approach to handling confidential financial and personal information
• Comfort learning and using modern technology and AI-assisted tools as part of daily workflows

Benefits

• Competitive base salary commensurate with experience
• Performance-based bonus opportunity
• Comprehensive employee benefits
• 401(k) retirement plan
• Paid time off and company holidays