Wealth Management Client Services Associate

Laird Norton Wetherby; San Francisco (CA); Hybrid; USD 68,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Sabbatical after 10 years

Flexible spending plans

Job summary

Laird Norton Wetherby in San Francisco seeks a Client Associate to join a wealth management team. You will support the advisory staff, handle client inquiries, and manage account openings and maintenance in a collaborative, client-focused environment.

The role emphasizes organization, communication, and detail orientation, with potential for added certifications and growth in wealth planning services. Hybrid in-office/remote work is offered.

Qualifications

• Four-year college degree or equivalent work experience in financial services is required.
• Prefer 1+ years’ experience in private wealth management or client services; hireable with limited experience.
• CFP certification is not required but a plus.

Responsibilities

• Support advisory team in servicing wealth management clients with focus on operational tasks.
• Develop familiarity with assigned clients and their needs.
• Respond professionally to client and third-party inquiries.
• Open/close client accounts and perform maintenance updates.
• Process subscriptions for new investments and client transfers.
• Draft correspondence for charitable contributions; generate client reports.
• Troubleshoot operational issues and maintain client setup and custodial processes.
• Adapt duties as the business needs evolve.

Skills

Attention to detail

Communication

Organizational skills

Self-starter

Time management

Education

Bachelor's degree or equivalent

Tools

Addepar

Salesforce

Schwab custodian

Microsoft Office Suite

Job description

Laird Norton Wetherby in San Francisco seeks a Client Associate to join a wealth management team. You will support the advisory staff, handle client inquiries, and manage account openings and maintenance in a collaborative, client-focused environment.

The role emphasizes organization, communication, and detail orientation, with potential for added certifications and growth in wealth planning services. Hybrid in-office/remote work is offered.