Client Service Specialist

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 (RIA) with a strong leadership team, a proven process for serving clients, and an entrepreneurial bent. Our team, most of whom have worked together for many years, is deeply committed to our fiduciary model as an independent financial planning and investment management firm. We are 100% employee-owned. We live to serve and guide successful people to financial wellbeing, and we are looking for a Client Service Specialist who shares our core values and commitment. If this is you, we want you to join our team!

As a Client Service Specialist, you will be an integral part of the team delivering the personalized service and hospitality that is our hallmark. You will be responsible for ensuring our clients' custodian experience is seamless. The role is based in our Foster City, CA office and works on a hybrid model (currently three days in the office, two days at home). Your main responsibilities will include:

• Regular interface with clients, as an extension of our advisor teams.
• Communicate with advisors and internal teams regarding open tasks, client needs, etc. to ensure we are meeting clients’ expectations and delivering exceptional service.
• Process routine maintenance and cashiering transactions for client accounts.
• Prepare, deliver, and monitor client custodial paperwork, ensuring smooth and expeditious processing.
• Act as a primary liaison with custodians (primarily Schwab) - maintaining good rapport with service teams and elevate issues for resolution in a timely manner.

Are you the right fit?

• You are passionate about helping people and are dedicated to exceeding client expectations.
• You have strong organizational and rigorous follow-up skills to ensure all client needs are being met.
• Attention to detail is second nature to you—it’s all about getting things right.
• You love being part of a team and actively engage with other team members to bring our best to clients.
• You have excellent written and oral communication skills and are proficient with standard office software. Experience with Salesforce and Charles Schwab is a plus.
• You have bachelor's degreeand preferably 1-2years of experience in financial planning, wealth management or related industry.

What Do We Offer?

We offer the right people the opportunity to join an entrepreneurial firm committed to the personal and professional growth of each team member and to maintaining a positive, encouraging working environment. We respect each other and enjoy working together. For the best professionals, opportunities are limited only by your talent and drive, and strong performers who embrace our core values and culture can become Principals of the firm and share all the benefits of ownership.

• 401(k) plan with an employer match
• Competitive health insurance options, with a generous employer contribution
• Flexible Paid Time Off (FTO) program
• Educational reimbursement
• Employee engagement platform for recognition and rewards
• Health and wellness benefit
• Early office closure on Fridays
• Beautiful offices and plenty of snacks
• Onsite gym and more

Compensation range: $83,000 to $93,000