Wealth Management: Client Services & Operations Associate

Roklyn Consulting; Concord (CA); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

401(k) with employer match

PTO

Job summary

Roklyn Consulting is partnering with a well-established independent wealth management firm in Concord, CA to hire a Client Service Associate. This small, close-knit team knows its clients by name and rewards careful, organized service that keeps client financial lives running smoothly.

You’ll open and maintain accounts, coordinate with custodians, manage CRM records, respond quickly to client requests, and help with events, scheduling and travel.

Qualifications

• Experience in wealth management or at an RIA.
• Strong in Excel with organized, proactive work style.
• Experience with account openings, custodians, and broker-dealer knowledge a plus.

Responsibilities

• Open and maintain accounts and handle paperwork.
• Coordinate with custodians and keep CRM current.
• Respond to client requests with speed and care.
• Assist with client events, scheduling, travel, and office operations.

Skills

Excel

Client service

Tools

Schwab

Job description

Roklyn Consulting is partnering with a well-established independent wealth management firm in Concord, CA to hire a Client Service Associate. This small, close-knit team knows its clients by name and rewards careful, organized service that keeps client financial lives running smoothly.

You’ll open and maintain accounts, coordinate with custodians, manage CRM records, respond quickly to client requests, and help with events, scheduling and travel.