Client Services Associate

Roklyn Consulting; Concord (CA); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

401(k) with employer match

PTO

Job summary

Roklyn Consulting is partnering with a well-established independent wealth management firm in Concord, CA to hire a Client Service Associate. This small, close-knit team knows its clients by name and rewards careful, organized service that keeps client financial lives running smoothly.

You’ll open and maintain accounts, coordinate with custodians, manage CRM records, respond quickly to client requests, and help with events, scheduling and travel.

Qualifications

• Experience in wealth management or at an RIA.
• Strong in Excel with organized, proactive work style.
• Experience with account openings, custodians, and broker-dealer knowledge a plus.

Responsibilities

• Open and maintain accounts and handle paperwork.
• Coordinate with custodians and keep CRM current.
• Respond to client requests with speed and care.
• Assist with client events, scheduling, travel, and office operations.

Skills

Excel

Client service

Tools

Schwab

Job description

Roklyn is partnering with a well-established independent wealth management firm in Concord, CA to hire a Client Service Associate. This is a practice with a small, close-knit team, where clients are known by name.

Clients feel like family, and the work is rewarding because you see the impact of it directly. You’ll hear about their travels, their grandkids, their retirements, and you’ll be part of making their financial lives run smoothly.

What you’ll do

You’ll be the operational backbone of the client experience. That means opening and maintaining accounts, handling paperwork and working directly with custodians, keeping the CRM current, and responding to client requests with speed and care.

You’ll often be the first voice clients hear when they call the office. Beyond the core work, you’ll help coordinate client events and gifts, manage scheduling and travel, and keep the office running the way it should.

The person who thrives here will notice what needs doing before anyone asks. If a process is clunky, you’ll find a better way.

Your growth

This is a small firm with a lot of room to grow, and the right person can become pivotal quickly. The role starts as a Client Service Associate, but the path is open. Depending on your strengths and career goals, it could grow into a client-facing relationship role, ownership of the overall client experience, or a Head of Operations position.

What you bring

You have experience in wealth management, ideally at an RIA, and understand the industry well enough to hit the ground running. You’re strong in Excel and have a track record in a coordinator or highly organized support role. You’re a self-starter in the truest sense.

It would be a real plus if you’ve worked with Schwab as a custodian, handled account opening paperwork and RMDs, or have exposure to broker-dealer business or compliance.

Compensation and benefits

The base salary range is $70,000 to $85,000, depending on experience.

• 401(k) with employer match
• PTO

Schedule

This is a full-time, in-office role in Concord, five days a week. Hours are 8 to 5, with flexibility to work 7 to 4 if you prefer an earlier start.