Client Services Associate

The Well; San Francisco (CA); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Performance bonus up to $10,000

Remote-first culture

Minimal travel

Job summary

The Well is hiring a Client Service Associate in the Bay Area, CA. This role is hybrid/remote and centers on building strong relationships with a select book of high-net-worth clients.

You will handle daily client inquiries, process money movements, and ensure documentation is complete. Ideal candidates have 2–4 years in financial services client service or operations, with strong communication skills and a willingness to obtain Series 65/66 if needed.

Qualifications

• 2-4 years in financial services client service or operations (RIA experience a plus)
• Excellent communication and relationship-building skills
• Willingness to obtain Series 65/66 if not already held

Responsibilities

• Serve as primary day-to-day contact for a close-knit book of high-net-worth client families
• Process money movements (ACH, wires, QCDs, distributions, journal entries)
• Prepare and manage account documentation from start to finish
• Attend client meetings, capture notes, drive follow-through on actions
• Coordinate with custodians, CPAs, attorneys, and other third parties
• Keep CRM records accurate and current

Skills

Client service

Relationship building

Communication

Education

Series 65/66 license

Tools

CRM software

Job description

$100,000- $110,000 base + up to $10,000 bonus | Client Service Associate | Bay Area, CA (Hybrid/Remote)

We are hiring on behalf of our client- a growing, fee-only RIA based in Campbell, California and we are looking for a Client Service Associate who leads with relationships, not transactions.

This firm serves approximately 80 high-net-worth families with a deeply personal, holistic approach to financial planning. They know their clients' birthdays, their milestones, and their goals. They are looking for someone who wants to be part of that- not just process paperwork.

What you will be doing:

• Serving as a primary day-to-day contact for a close-knit book of high-net-worth client families
• Processing money movements- ACH, wires, QCDs, distributions, journal entries
• Preparing and managing account documentation from start to finish
• Sitting in on client meetings, capturing notes, and driving follow-through on every action item
• Coordinating with custodians, CPAs,attorneys, and other third parties
• Keeping CRM records accurate and client requests moving

What they are looking for:

• 2-4 years in financial services client service or operations (RIA experience a plus)
• Series 65 or 66 (or willingness to obtain)
• A communicator who will pick up the phone and own the conversation
• Someone coachable, proactive, and genuinely relational
• Local to or willing to be local to the Bay Area, CA for occasional in-office days
• Comfortable working independently in a remote-first environment

What is in it for you:

• Upto$10,000 performance bonus
• Flexible, relaxed time-off culture
• Primarily remote with minimal travel
• Acollaborative, high-accountability team that does not do drama