Wealth Client Services Advisor — Hybrid SF

Valid8 Financial, Inc.; California (MO); Hybrid; USD 72,000 - 98,000; Full time

Benefits offered by this job

Health insurance

Retirement plan contributions

Professional development opportunities

Other standard firm benefits

Job summary

Threadline Wealth, based in the San Francisco Bay Area, seeks a Client Service Associate to partner with Wealth Advisors and internal teams, delivering responsive, accurate service to clients and prospects. This role handles client communications, onboarding, and coordination across advisory operations, trading, portfolio management, tax, and billing.

This position is hybrid with in-office collaboration expected ~1–3 days per week.

Qualifications

• High school diploma or equivalent required.
• At least one year of relevant administrative, client service, or operations experience; financial services, legal services, or professional services background preferred.
• Proficiency in Microsoft Office; advanced skills preferred.
• Strong written and verbal communication skills.
• Sound judgment and ability to prioritize and manage multiple responsibilities.
• Ability to maintain professionalism, exercise discretion, and protect confidential information.

Responsibilities

• Serve as a primary point of contact for client service requests and communications, coordinating with advisory and operations teams.
• Manage a high volume of client and prospect interactions, including inquiries, meeting coordination, and follow-up.
• Proactively manage client requests from initial receipt through completion with timely updates to clients and internal teams.
• Support client experiences initiatives including recognizing birthdays, anniversaries, promotions, and other events.
• Assist with client projects and initiatives to support the wealth advisory team and enhance client experience.
• Manage and track the client onboarding process, including internal and custodial paperwork, CRM data entry, and quality-control reviews.
• Gather, organize, and maintain prospect and client information in Microsoft Dynamics, Laserfiche, and other systems.
• Monitor data accuracy to keep client records complete and consistent across systems.
• Process client service requests through Laserfiche and route tasks to appropriate teams.
• Track outstanding items and ensure tasks are completed on time.

Skills

Communication

Organization

Teamwork

Problem solving

Education

High school diploma

Tools

Microsoft Office

Microsoft Dynamics

Laserfiche

Job description

Threadline Wealth, based in the San Francisco Bay Area, seeks a Client Service Associate to partner with Wealth Advisors and internal teams, delivering responsive, accurate service to clients and prospects. This role handles client communications, onboarding, and coordination across advisory operations, trading, portfolio management, tax, and billing.

This position is hybrid with in-office collaboration expected ~1–3 days per week.