Service Advisor

Boutique Recruiting; Campbell (CA); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

401(k) plan with employer contribution

Paid vacation, personal, and sick time

Generous paid holiday office closures

Annual professional development and CE

Job summary

Boutique Recruiting seeks a Service Advisor to deliver personalized support for high-net-worth families within a wealth management setting. You will handle account transactions, documentation, and client meetings, while leveraging AI tools to enhance service quality.

Ideal candidates have 3–6 years in financial services, excellent written and verbal communication, and a proactive, organized approach. Licensing within 90 days and familiarity with custodial platforms and CRMs are valued.

Qualifications

• 3–6 years of financial services experience, ideally in an RIA environment servicing HNW/UHNW clients.
• Strong written and verbal communication skills and client-focused approach.
• Licensing or ability to obtain required licenses within 90 days of hire.
• Hands-on experience with account transactions and financial documentation.
• Familiarity with custodial platforms (Fidelity/Schwab) and CRM platforms (Wealthbox/Redtail).
• Proficient in Microsoft Office (Excel/Word/Outlook).
• Attention to detail and compliance-conscious documentation.
• Proactive, self-directed, and comfortable using AI-based tools.

Responsibilities

• Deliver white-glove, high-touch service to HNW/UHNW clients.
• Manage client requests with responsiveness, accuracy and follow-through.
• Process account transactions including distributions, ACH and wire transfers, journal entries, and charitable distributions.
• Prepare and process new account paperwork, beneficiary changes, trust documentation, and account maintenance forms.
• Support client meetings and financial planning implementation while coordinating with CPAs, attorneys, and other professionals.
• Participate in speaking engagements and community events, including Bay Area churches.
• Work with AI tools and provide feedback to improve workflows and client service processes.

Skills

Communication skills

Relationship management

Attention to detail

Proactive / self-directed

Independent work

Education

Series 6 or 7 license

Notary public certification

Tools

Fidelity

Schwab

Wealthbox

Redtail

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Position Title: Service Advisor

Build relationships that go far beyond managing accounts. A growing, values-driven wealth management firm is seeking a Service Advisor to deliver highly personalized support to high-net-worth and ultra-high-net-worth families. This role combines hands-on client service, financial account administration, relationship management, and emerging technology, with responsibility for everything from account transactions and documentation to client meetings and community speaking engagements.

The ideal candidate brings 3–6 years of financial services experience, exceptional written and verbal communication skills, and a genuine commitment to providing warm, responsive, high-touch service. They should be proactive, highly organized, comfortable working independently, and excited to use AI and new technology to improve the client experience.

Salary Range: $80,000 - $105,000 / Year, DOE

Responsibilities

• Deliver white-glove, high-touch service to high-net-worth and ultra-high-net-worth clients
• Manage client requests with a strong focus on responsiveness, accuracy, and follow-through
• Process account transactions including distributions, ACH and wire transfers, journal entries, and qualified charitable distributions
• Prepare and process new account paperwork, beneficiary changes, trust documentation, and account maintenance forms
• Support client meetings and financial planning implementation while coordinating with CPAs, attorneys, and other outside professionals as needed
• Participate in periodic speaking engagements and community events, including presentations at churches throughout the Bay Area
• Work with custom AI tools and agents, providing feedback and identifying opportunities to improve workflows and client service processes

Requirements

• 3–6 years of experience in financial services, ideally within an RIA environment supporting HNW or UHNW clients
• Series 6 or 7 license, or ability to obtain required licensing within 90 days of hire
• Hands-on experience with account transactions and financial account documentation
• Familiarity with custodial platforms such as Fidelity or Schwab and CRM platforms such as Wealthbox or Redtail
• Strong proficiency with Microsoft Office, including Excel, Word, and Outlook
• Exceptional written and verbal communication skills with a polished, relationship-focused approach
• Close attention to detail, particularly when handling compliance-sensitive documentation
• Strong organizational skills with the ability to manage multiple client requests simultaneously
• Ability to handle confidential financial and personal information with discretion
• Proactive, self-directed approach with the ability to identify issues and drive them through resolution
• Comfort working with AI-based tools and enthusiasm for adopting new technology

Preferred Qualifications

• Series 65 or 66 license, or willingness to obtain one
• Notary public certification
• Familiarity with trust, estate, and beneficiary-related processes
• Experience supporting financial planning implementation
• Experience with financial planning platforms such as eMoney or RightCapital
• Experience coordinating directly with CPAs, attorneys, or insurance professionals
• Track record of developing long-term client relationships in a service-focused environment
• Experience implementing or improving AI-powered systems and workflows

Benefits

• 401(k) plan with employer contribution
• Paid vacation, personal, and sick time
• Generous paid holiday office closures
• Annual professional development and continuing education stipend
• Support for licensing, certifications, and ongoing professional growth
• Clear advancement potential toward a Financial Advisor position