Wealth Management Client Service Associate — Growth & Impact

TalentLink Solutions; Fairfield (CA); On-site; USD 38,572 - 48,216; Full time

Benefits offered by this job

401(k)

Medical insurance

Vision insurance

Job summary

A leading financial services firm in Fairfield, CA is seeking a Client Service Associate to provide essential client support. The role involves coordinating with clients and advisors, managing account paperwork, and ensuring a seamless client experience. Ideal candidates will have financial services experience, strong organization skills, and a commitment to continuous learning. This full-time position offers competitive benefits including 401(k) and medical insurance.

Qualifications

• 1+ years’ experience in the financial services industry preferred.
• Curious nature and commitment to continuous learning.
• Ability to prioritize workloads and manage time effectively.

Responsibilities

• Communicate and follow up with clients on service items.
• Coordinate with advisors to complete new account paperwork.
• Interface with custodians to process transactions.

Skills

Financial services experience

Microsoft Office skills

Communication skills

Organizational skills

Tools

Black Diamond

Wealthbox

eMoney

Charles Schwab

Job description

A leading financial services firm in Fairfield, CA is seeking a Client Service Associate to provide essential client support. The role involves coordinating with clients and advisors, managing account paperwork, and ensuring a seamless client experience. Ideal candidates will have financial services experience, strong organization skills, and a commitment to continuous learning. This full-time position offers competitive benefits including 401(k) and medical insurance.