Hybrid Senior Client Service Lead, Wealth Management

Valid8 Financial, Inc.; San Francisco (CA); Hybrid; CAD 75,000 - 110,000; Full time

Job summary

Threadline Wealth in the San Francisco Bay Area is seeking a Senior Client Service Associate to independently manage high-touch client service, onboarding, and multi-step projects. This role partners with Wealth Advisors, operations, and client service teams across a fast-paced environment.

You will anticipate client needs, coordinate complex requests, and support mentoring junior staff while maintaining exceptional client experiences. Strong communication and organizational skills are essential.

Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• 3–5 years of relevant client service, account administration, operations, or similar professional-services experience.
• Experience working directly with clients and professional advisors in a fast-paced environment.
• Proficiency in Microsoft Office and demonstrated ability to learn and use CRM, document-management, custodial, and financial-services platforms.

Responsibilities

• Act as a confident and trusted point of contact for client and prospect relationships.
• Coordinate onboarding, account transitions, and life events across multiple accounts and teams.
• Prepare and review client communications, CRM records, and required follow-up.
• Manage a high volume of client interactions and follow-up across advisory, investment, operations, and support teams.
• Mentor and provide guidance to junior Client Service Associates.

Skills

Strong organization

Attention to detail

Follow-through

Communication

Adaptability

Mentoring

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Dynamics

Laserfiche

CRM systems

Microsoft Office

Custodial platforms

Job description

Threadline Wealth in the San Francisco Bay Area is seeking a Senior Client Service Associate to independently manage high-touch client service, onboarding, and multi-step projects. This role partners with Wealth Advisors, operations, and client service teams across a fast-paced environment.

You will anticipate client needs, coordinate complex requests, and support mentoring junior staff while maintaining exceptional client experiences. Strong communication and organizational skills are essential.