Wealth Client Experience Specialist

Boutique Recruiting; San Diego (CA); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Competitive base salary

Performance-based bonus

Comprehensive employee benefits

401(k) retirement plan

Paid time off and company holidays

Job summary

Boutique Recruiting is seeking a Client Service Associate for a boutique wealth management firm in San Diego. You will be the trusted first point of contact for high-net-worth clients, handling communications, account administration, CRM accuracy, meeting preparation, and day-to-day office workflows with advisors and back-office teams.

Ideal candidate has 3+ years in financial services, a Bachelor’s degree, strong Outlook/Excel/Word skills, CRM experience (Salesforce, Redtail, Wealthbox), and a

Qualifications

• Minimum 3 years of experience in financial services, including wealth management, banking, brokerage, insurance or related environment.
• Bachelor’s degree required.
• Proficient 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 multiple priorities while maintaining client service.
• Polished verbal and written communication skills with the ability to build trust and meaningful client relationships.
• Proactive, discreet, and highly dependable handling confidential financial and personal information.
• Comfort learning and using modern technology and AI-assisted tools in daily workflows.

Responsibilities

• Deliver a warm, polished client experience as the first point of contact for service requests.
• Process new accounts, transfers, deposits and distributions with accuracy and follow-through.
• Prepare account paperwork, statements, performance reports and regulatory correspondence; track items to completion.
• Own CRM data integrity with accurate client records, notes, workflows and follow-ups.
• Anticipate advisor and client needs by preparing materials and coordinating logistics for meetings.
• Manage client correspondence and firm inbox with discretion and urgency, escalating complex matters as needed.
• Support office operations and client events by maintaining a professional environment and coordinating supplies.

Skills

CRM platforms

Outlook

Excel

Communication

Attention to detail

Relationship building

AI tools

Education

Bachelor’s degree

Tools

Salesforce

Redtail

Wealthbox

Job description

Boutique Recruiting is seeking a Client Service Associate for a boutique wealth management firm in San Diego. You will be the trusted first point of contact for high-net-worth clients, handling communications, account administration, CRM accuracy, meeting preparation, and day-to-day office workflows with advisors and back-office teams.

Ideal candidate has 3+ years in financial services, a Bachelor’s degree, strong Outlook/Excel/Word skills, CRM experience (Salesforce, Redtail, Wealthbox), and a