Client Service Specialist - Wealth Management Liaison

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

Benefits offered by this job

401(k) plan with employer match

Health insurance options

Flexible Paid Time Off

Educational reimbursement

Employee engagement platform

Health and wellness benefit

Early office closure on Fridays

Onsite gym

Beautiful offices and snacks

Job summary

Team Hewins, LLC in Foster City, CA is seeking a Client Service Specialist to deliver the personalized service and hospitality that are our hallmark. The role is hybrid—three days in the office, two days at home—and focuses on ensuring our clients’ custodian experience is seamless.

You will interface with clients and advisors, process routine maintenance and cashiering, prepare custodial paperwork, and liaise with custodians (Schwab) to resolve issues promptly.

Qualifications

• Bachelor's degree and preferably 1-2 years of experience in financial planning, wealth management or related industry.
• Excellent written and oral communication; strong organizational and follow-up skills.
• Attention to detail and teamwork-focused.

Responsibilities

• Interface with clients as an extension of advisor teams.
• Coordinate with advisors and internal teams to meet client needs and deliver exceptional service.
• Process routine maintenance and cashiering transactions for client accounts.
• Prepare, deliver, and monitor client custodial paperwork, ensuring smooth processing.
• Act as a primary liaison with custodians (primarily Schwab) to resolve issues promptly.

Skills

Client service

Communication

Team collaboration

Organizational skills

Education

Bachelor's degree

Tools

Salesforce

Charles Schwab

Office software

Job description

Team Hewins, LLC in Foster City, CA is seeking a Client Service Specialist to deliver the personalized service and hospitality that are our hallmark. The role is hybrid—three days in the office, two days at home—and focuses on ensuring our clients’ custodian experience is seamless.

You will interface with clients and advisors, process routine maintenance and cashiering, prepare custodial paperwork, and liaise with custodians (Schwab) to resolve issues promptly.