Wealth Management Client Service Associate

Martin, Wardin & Eissner Financial Group, Inc.; Pleasanton (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

MWE Financial is seeking a Client Service Associate in Pleasanton, CA. This in-office role supports advisors with day-to-day service, administrative and operational tasks, delivering a high level of client care.

The ideal candidate is organized, detail-oriented, and professional, with a willingness to learn and grow within the financial services industry. Prior wealth management experience is valued but not required; integrity matters most.

Qualifications

• Experience in wealth management or financial services preferred.
• Experience in client service or relationship management.
• FINRA Series 7 and/or Series 66 licenses are a plus, not required.
• Familiarity with financial account paperwork and client service processes.

Responsibilities

• Answer incoming client phone calls in a professional, friendly, and timely manner
• Schedule client meetings and coordinate advisor calendars
• Prepare and process client paperwork and account documentation
• Assist with account opening, maintenance, and service requests
• Maintain accurate client records and documentation
• Communicate with clients regarding paperwork, appointments, and account updates
• Support advisors with meeting preparation and follow-up tasks
• Coordinate with custodians and other financial institutions as needed
• Ensure confidential client information is handled with accuracy and discretion
• Help create a welcoming and professional experience for every client interaction

Skills

Wealth management experience

Client service experience

FINRA licenses benefit

Financial paperwork familiarity

Tools

Microsoft Office

Job description

MWE Financial is seeking a Client Service Associate in Pleasanton, CA. This in-office role supports advisors with day-to-day service, administrative and operational tasks, delivering a high level of client care.

The ideal candidate is organized, detail-oriented, and professional, with a willingness to learn and grow within the financial services industry. Prior wealth management experience is valued but not required; integrity matters most.