Private Client Associate

Evolve Talent Partners; San Francisco (CA); Hybrid; USD 70,000 - 105,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Evolve Talent Partners is seeking a Private Client Associate to support a growing private client group within a federally registered investment advisor. You will work with existing and prospective clients, coordinating onboarding, account maintenance, and related documentation with discretion and accuracy.

The role emphasizes collaboration across internal teams, custodian partners, and advisors, delivering a high-quality client experience in wealth management and financial services.

Qualifications

• Bachelor’s degree or equivalent required
• Minimum three years in financial services; four+ preferred
• Knowledge of investment industry and mutual funds preferred
• Client service or operations experience preferred
• Strong communication and problem-solving skills
• Excellent organizational skills and attention to detail
• Proficiency with Microsoft Office and Salesforce

Responsibilities

• Support existing and prospective clients with professionalism, responsiveness, discretion, and care as a client-facing member of the Private Client Group.
• Coordinate and process client requests, account updates, onboarding activities, maintenance, cash movements, and related documentation in line with internal procedures.
• Provide day-to-day service and operational support to mutual fund clients, including account maintenance, transactions, and inquiry resolution.
• Support internal advisors and Private Client team by preparing meeting materials, tracking follow-ups, and ensuring client needs are met.
• Collaborate with custodians and internal departments to support openings, transfers, reporting access, and issue resolution.
• Prepare, review, and maintain client and account documentation with accuracy, signer authority, and audit trails.

Skills

Client service

Communication

Microsoft Excel

Salesforce CRM

Financial services

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Excel

Job description

This Private Client Associate role is an ideal opportunity for a highly motivated individual to join a growing and respected private client team for a a federally registered investment advisor managing individuallymanaged accounts and mutual funds. This individual will serve existing and prospective clients of the firm in coordination with other members of the private client group with an exemplary degree of professionalism and compassion. A strong team player and communicator, the Private Client Service Associate will partner actively across a dynamic platform to deliver an outstanding client experience. This is an ideal opportunity for someone interested in expanding their skill set in wealth management and financial services.

Primary Responsibilities

• Client and Relationship Support: Support existing and prospective clients with professionalism, responsiveness, discretion, and care as a client-facing member of the Private Client Group.
• Client Requests and Account Administration: Coordinate and process client requests, account updates, new relationship onboarding activities, maintenance items, cash movements, stock gifts, account transactions, and related documentation in accordance with internal procedures and approval requirements.
• Mutual Fund Shareholder Support: Provide day-to-day service and operational support to mutual fund clients, including account maintenance, transactions, documentation, and inquiry resolution.
• Advisor and Internal Support: Support internal advisors and Private Client team members by preparing meeting materials, coordinating follow-up items, tracking open tasks, and helping ensure client needs are addressed timely and accurately.
• Custodian and Internal Coordination: Work with custodians, transfer agents, and internal departments to support account openings, transactions, transfers, reporting access, issue resolution, and other client service needs.
• Documentation, Controls, and Audit Trail: Prepare, review, route, and maintain client and account documentation with attention to accuracy, completeness, signer authority, compliance requirements, approval requirements, and clear audit trail standards.
• Client Meeting Materials:Assist with the preparation, quality review, secure delivery, and follow-up of client meeting materials, including agendas, portfolio reports, and other client-facing materials.
• Systems, Workflow, and Data Integrity: Use Salesforce, custodian platforms, reporting portals, secure delivery tools, and internal systems to manage workflows, track status, document activity, maintain accurate records, and support timely follow-through.
• Exception Management and Escalation: Identify, research, document, and elevate incompleteinformation, processing issues, reporting discrepancies, custodian exceptions, client concerns, and other matters requiring additional review or resolution.
• Process Improvement and Team Support: Support the development and improvement of Private Client processes, checklists, templates, workflows, training materials, and other resources that promote consistency, scalability, risk control, and a strong client experience.
• Perform other duties and special projects as assigned.

Qualifications

• Experience and/or education equal to a Bachelor’s degree
• Required three years, prefer four or more years of financial services experience
• Knowledge of investment industry, securities and mutual funds preferred
• Client service or operations experience preferred
• Excellent verbal, written and interpersonal communication skills
• Organizational, analytical, and creative problem-solving abilities
• Excellent attention to detail and superior organizational skills with consistent follow-through
• Ability to multi-task and prioritize while delivering consistently high-quality work
• Strong technical skills with Microsoft Office (especially Excel) and CRM (preferably Salesforce)

Additional Information

• Hybrid role based in the San Francisco Bay Area