Senior Client Service Associate

Boutique Recruiting; San Diego (CA); On-site; USD 70,000 - 75,000; Full time

Benefits offered by this job

Competitive base salary

Bonus opportunity

Comprehensive benefits

401(k) retirement plan

Paid time off and holidays

Job summary

Boutique wealth management firm in San Diego seeks a Client Service Associate to be a trusted point of contact for high-net-worth clients while owning operational details that keep the practice running smoothly.

You will manage client communications, account administration, CRM accuracy, meeting preparation, and day-to-day office workflows, partnering with advisors, custodians, compliance, and back-office teams to ensure seamless service.

Qualifications

• Minimum 3 years of experience within financial services.
• Bachelor's degree required.
• Proficiency with Outlook, Excel, Word and CRM platforms (Salesforce/Redtail/Wealthbox).
• Strong attention to detail and ability to manage competing priorities.

Responsibilities

• Deliver a warm, polished client experience as the first point of contact for service requests.
• Process new accounts, transfers, deposits, distributions with accuracy.
• Prepare paperwork, statements, performance reports, and regulatory correspondence.
• Maintain CRM data integrity with accurate client records and follow-ups.
• Anticipate advisor and client needs by preparing materials and logistics for meetings.
• Manage client communications and firm inbox with professionalism.
• Support office operations and client events to maintain a polished environment.

Skills

Client relationships

CRM management

Attention to detail

Communication

Proactivity

Education

Bachelor's degree

Tools

Microsoft Outlook

Excel

Word

Salesforce

Redtail

Wealthbox

Job description

Position Title: Client Service Associate

Salary Range: $70,000 - $75,000 / Year, DOE

A boutique wealth management firm is seeking a Client Service Associate to serve as a trusted point of contact for high-net-worth clients while owning the operational details that keep a growing practice running smoothly. This individual will manage client communications, account administration, CRM accuracy, meeting preparation, and day-to-day office workflows while partnering closely with financial advisors, custodians, compliance, and back-office teams. The ideal candidate is polished, proactive, and exceptionally organized, with a natural ability to build relationships and the discipline to follow every detail through to completion

Responsibilities

• Deliver a warm, polished, and highly personalized client experience while serving as a trusted first point of contact for service requests and day-to-day needs
• Process new accounts, transfers, deposits, distributions and other account service requests with exceptional accuracy and follow-through
• Prepare account paperwork, statements, performance reports and regulatory correspondence while tracking outstanding items through completion
• Own CRM data integrity by maintaining accurate client records, notes, workflows, follow-ups and recurring processes
• Anticipate advisor and client needs before meetings by preparing materials, technology and hospitality details so every interaction feels seamless
• Manage client correspondence and the firm inbox with professionalism, discretion and urgency while appropriately escalating complex matters
• Support office operations and client events by maintaining a polished environment, coordinating supplies and mail, and assisting with seminars and special events

Requirements

• Minimum 3 years of experience within financial services, including wealth management, banking, brokerage, insurance or a related environment
• Bachelor's degree
• Strong proficiency in Microsoft Outlook, Excel and Word with experience using CRM platforms such as Salesforce, Redtail, Wealthbox or similar
• Exceptional attention to detail with the ability to manage competing priorities without sacrificing accuracy or client service
• Polished verbal and written communication skills with a genuine ability to build trust and meaningful relationships with clients
• Proactive, discreet, and highly dependable approach to handling confidential financial and personal information
• Comfort learning and using modern technology and AI-assisted tools as part of daily workflows

Benefits

• Competitive base salary commensurate with experience
• Performance-based bonus opportunity
• Comprehensive employee benefits
• 401(k) retirement plan
• Paid time off and company holidays