Client Service Associate — Wealth Advisory & ESOP

Towneley Capital Management, Inc.; California; On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

401(k) Retirement Plan

Employee Stock Ownership Plan (ESOP)

Flexible Spending Account

Job summary

A financial advisory firm is seeking a Client Service Associate to enhance client experiences and support wealth advisors. The ideal candidate will personalize interactions, manage client communications, and thrive in a collaborative setting. Candidates should have at least two years of financial services experience and strong organizational skills. This role is full-time with a competitive salary of $65,000 to $75,000 and benefits including medical insurance and an employee stock ownership plan.

Qualifications

• Minimum of two years of financial services experience preferred.
• Strong verbal and written communication skills with a professional tone.
• Ability to anticipate client's needs.
• Self-starter with a solutions-focused mindset.

Responsibilities

• Deliver exceptional client experiences at every interaction.
• Manage the firm’s CRM to strengthen client relationships.
• Track and resolve service requests promptly.
• Collaborate with colleagues and contribute to team success.

Skills

Highly organized

Strong communication skills

Problem-solving skills

Tech-savvy

Positive demeanor

Job description

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