Wealth Management Client Services Lead

Boutique Recruiting; San Diego (CA); On-site; USD 70,000 - 75,000; Full time

Benefits offered by this job

Competitive base salary

Bonus opportunity

Comprehensive benefits

401(k) retirement plan

Paid time off and holidays

Job summary

Boutique wealth management firm in San Diego seeks a Client Service Associate to be a trusted point of contact for high-net-worth clients while owning operational details that keep the practice running smoothly.

You will manage client communications, account administration, CRM accuracy, meeting preparation, and day-to-day office workflows, partnering with advisors, custodians, compliance, and back-office teams to ensure seamless service.

Qualifications

• Minimum 3 years of experience within financial services.
• Bachelor's degree required.
• Proficiency with Outlook, Excel, Word and CRM platforms (Salesforce/Redtail/Wealthbox).
• Strong attention to detail and ability to manage competing priorities.

Responsibilities

• Deliver a warm, polished client experience as the first point of contact for service requests.
• Process new accounts, transfers, deposits, distributions with accuracy.
• Prepare paperwork, statements, performance reports, and regulatory correspondence.
• Maintain CRM data integrity with accurate client records and follow-ups.
• Anticipate advisor and client needs by preparing materials and logistics for meetings.
• Manage client communications and firm inbox with professionalism.
• Support office operations and client events to maintain a polished environment.

Skills

Client relationships

CRM management

Attention to detail

Communication

Proactivity

Education

Bachelor's degree

Tools

Microsoft Outlook

Excel

Word

Salesforce

Redtail

Wealthbox

Job description

Boutique wealth management firm in San Diego seeks a Client Service Associate to be a trusted point of contact for high-net-worth clients while owning operational details that keep the practice running smoothly.

You will manage client communications, account administration, CRM accuracy, meeting preparation, and day-to-day office workflows, partnering with advisors, custodians, compliance, and back-office teams to ensure seamless service.