Private Client Associate - Wealth Management (Hybrid, SF)

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

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.