Customer Service Representative

Martin, Wardin & Eissner Financial Group, Inc.; Pleasanton (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

MWE Financial is seeking a Client Service Associate in Pleasanton, CA. This in-office role supports advisors with day-to-day service, administrative and operational tasks, delivering a high level of client care.

The ideal candidate is organized, detail-oriented, and professional, with a willingness to learn and grow within the financial services industry. Prior wealth management experience is valued but not required; integrity matters most.

Qualifications

• Experience in wealth management or financial services preferred.
• Experience in client service or relationship management.
• FINRA Series 7 and/or Series 66 licenses are a plus, not required.
• Familiarity with financial account paperwork and client service processes.

Responsibilities

• Answer incoming client phone calls in a professional, friendly, and timely manner
• Schedule client meetings and coordinate advisor calendars
• Prepare and process client paperwork and account documentation
• Assist with account opening, maintenance, and service requests
• Maintain accurate client records and documentation
• Communicate with clients regarding paperwork, appointments, and account updates
• Support advisors with meeting preparation and follow-up tasks
• Coordinate with custodians and other financial institutions as needed
• Ensure confidential client information is handled with accuracy and discretion
• Help create a welcoming and professional experience for every client interaction

Skills

Wealth management experience

Client service experience

FINRA licenses benefit

Financial paperwork familiarity

Tools

Microsoft Office

Job description

MWE Financial is an independent wealth management and financial planning firm located in Pleasanton, California. We help individuals, families, and business owners make thoughtful financial decisions and build long-term financial success.

Our practice is built on trust, integrity, and personal relationships. We take pride in delivering an exceptional client experience and creating a positive, collaborative work environment for our team.

We are looking for a Client Service Associate who is organized, dependable, and genuinely enjoys helping others. While financial services experience is valuable, we believe character, integrity, and a willingness to learn are just as important. We'd rather hire a great person who can be trained than someone with extensive experience who isn't the right cultural fit.

Position Overview

The Client Service Associate serves as a key point of contact for clients and supports advisors with day-to-day service, administrative, and operational responsibilities.

This is an in-office position based in Pleasanton, California. The ideal candidate is professional, detail-oriented, and committed to delivering a high level of client service.

Responsibilities

• Answer incoming client phone calls in a professional, friendly, and timely manner


• Schedule client meetings and coordinate advisor calendars


• Prepare and process client paperwork and account documentation


• Assist with account opening, maintenance, and service requests


• Maintain accurate client records and documentation


• Communicate with clients regarding paperwork, appointments, and account updates


• Support advisors with meeting preparation and follow-up tasks


• Coordinate with custodians and other financial institutions as needed


• Ensure confidential client information is handled with accuracy and discretion


• Help create a welcoming and professional experience for every client interaction

Qualifications Preferred

• Experience in wealth management, financial services, banking, brokerage, or a professional services environment


• Experience working in a client service or relationship management role


• FINRA Series 7 and/or Series 66 licenses are a plus, but not required


• Familiarity with financial account paperwork and client service processes

Required Skills & Attributes

• Excellent verbal and written communication skills


• Strong organizational and time-management abilities


• High attention to detail and accuracy


• Professional phone presence


• Ability to prioritize multiple responsibilities in a fast-paced environment


• Strong problem-solving skills and follow-through


• Positive attitude and team-oriented mindset


• Proficiency with Microsoft Office and the ability to learn new software systems

What We're Looking For

Above all, we're looking for someone who embodies:

• Integrity


• Reliability


• Loyalty


• Professionalism


• Compassion for clients


• A strong work ethic


• A willingness to learn and grow

Technical skills can be taught. Character cannot.

If you're someone who enjoys helping people, takes pride in doing things the right way, and wants to build a long-term career in the financial services industry, we'd love to hear from you.