Client Service Associate

CMC Recruiting; San Francisco (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

CMC Recruiting client is a growing wealth management firm delivering personalized service to a sophisticated client base. This role keeps client service, investment operations, and alternative investment workflows running smoothly and accurately.

A portion of the position focuses on alternative investments and supports complex, deadline-driven processes with precision and accountability.

Qualifications

• 5–8 years of experience in wealth management operations or client service.
• Strong familiarity with alternative investment workflows (preferred).
• Experience working with custodians and multiple advisory platforms.
• High attention to detail and strong deadline management.
• Ability to work independently and take ownership of processes.
• Strong written and verbal communication skills.
• Flexible and solutions-oriented in a fast-moving environment.

Responsibilities

• Coordinate subscriptions, funding, redemptions, and ongoing servicing.
• Support exchange fund activity (including 1031 and 351 transactions).
• Maintain internal tracking to ensure requests move forward efficiently.
• Open and maintain accounts across custodians (Schwab, Fidelity, etc.).
• Support householding and account maintenance.
• Handle service requests, paperwork processing, and follow-ups.
• Maintain current DocuSign templates and custodian forms.
• Maintain account and portfolio accuracy in Black Diamond.
• Update benchmarks, fee schedules, naming conventions, and classifications.
• Support integrations across CRM, eMoney, and Nitrogen.
• Resolve duplicates, outdated records, and data inconsistencies.
• Ensure systems are client-ready and operationally accurate.
• Conduct 30-day onboarding check-ins.
• Coordinate annual client information reviews.
• Assist clients with custodian portals and reporting access.
• Maintain accurate beneficiary documentation.
• Live onboarding.
• Contribute to operational improvement initiatives.
• Document processes and meeting notes within the CRM.
• Provide administrative backup support when needed.
• Maintain internal contact lists and communication tools.

Skills

Wealth management operations

Client service

Attention to detail

Deadline management

Communication skills

Ownership mindset

Tools

Black Diamond

CRM

eMoney

Nitrogen

DocuSign

Job description

Our client is a growing, high-touch wealth management firm that delivers a highly personalized experience to a sophisticated client base. They are in an exciting phase of growth and building the operational infrastructure to support that expansion.

This hire will play a central role in keeping client service, investment operations, and alternative investment workflows running smoothly and accurately.

The Opportunity

This is an ideal role for a detail-oriented, experienced wealth management professional who enjoys owning processes from start to finish.

A portion of the position is focused on alternative investments, making it a strong fit for someone who thrives in complex, deadline-driven environments and takes pride in precision, follow-through, and accountability.

You will be a key partner to advisors and clients, ensuring that accounts, reporting, and service workflows are executed at a high level.

Key Responsibilities

Alternative Investment Operations

• Coordinate subscriptions, funding, redemptions, and ongoing servicing
• Support exchange fund activity (including 1031 and 351 transactions)
• Maintain internal tracking to ensure requests move forward efficiently

Custodian & Account Management

• Open and maintain accounts across custodians (Schwab, Fidelity, etc.)
• Support householding and account maintenance
• Handle service requests, paperwork processing, and follow-ups
• Maintain current DocuSign templates and custodian forms

Systems & Data Integrity

• Maintain account and portfolio accuracy in Black Diamond
• Update benchmarks, fee schedules, naming conventions, and classifications
• Support integrations across CRM, eMoney, and Nitrogen
• Resolve duplicates, outdated records, and data inconsistencies
• Ensure systems are client-ready and operationally accurate

Client Service & Ongoing Relationship Support

• Conduct 30-day onboarding check-ins
• Coordinate annual client information reviews
• Assist clients with custodian portals and reporting access
• Maintain accurate beneficiary documentation
• Live onboarding

Projects & Firmwide Support

• Contribute to operational improvement initiatives
• Document processes and meeting notes within the CRM
• Provide administrative backup support when neededMaintain internal contact lists and communication tools

Qualifications

• 5–8 years of experience in wealth management operations or client service
• Strong familiarity with alternative investment workflows (preferred)
• Experience working with custodians and multiple advisory platforms
• High attention to detail and strong deadline management
• Ability to work independently and take ownership of processes
• Strong written and verbal communication skills
• Flexible and solutions-oriented in a fast-moving environment

Why This Role

• Opportunity to join a growing firm where your impact is visible and valued
• High level of ownership and autonomy
• Ability to help shape operational infrastructure and best practices