Wealth Client Experience Specialist

Thriving Asset Management; Palo Alto (CA); On-site; USD 90,000 - 110,000; Full time

Job summary

Thriving Asset Management LLC in Palo Alto is seeking an experienced client services professional to build trusted relationships, assist with account maintenance, and coordinate with custodians to ensure seamless client experiences.

The role emphasizes delivering exceptional service, maintaining accurate records, and supporting client reviews in a collaborative, long-term career environment.

Qualifications

• 4-5+ years of client services experience in wealth management or related fields.
• Excellent communication and organizational skills.
• Strong attention to detail; able to manage multiple priorities.
• Genuine passion for helping clients and collaborative teamwork.
• FINRA Series 7 and/or Series 63/66 licenses are a plus.
• Proficiency with Microsoft Office; CRM and custodial platforms is a plus.

Responsibilities

• Build trusted relationships with clients by providing responsive, professional service.
• Assist clients with account maintenance, money movements, and service requests.
• Prepare and process account paperwork accurately and efficiently.
• Coordinate with custodians and internal teams to ensure seamless client experiences.
• Schedule meetings and help prepare client review materials.
• Maintain accurate client records and follow compliance procedures.
• Anticipate client needs and proactively help resolve questions.

Skills

4-5+ years experience

Excellent communication

Attention to detail

Client service passion

FINRA licenses a plus

MS Office & CRM proficiency

Job description

Thriving Asset Management LLC in Palo Alto is seeking an experienced client services professional to build trusted relationships, assist with account maintenance, and coordinate with custodians to ensure seamless client experiences.

The role emphasizes delivering exceptional service, maintaining accurate records, and supporting client reviews in a collaborative, long-term career environment.