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Client Service Associate - Emerging WM Firm
Client Service Associate - Emerging WM FirmCalifornia Staffing • Orinda, CA, US
Client Service Associate - Emerging WM Firm

Client Service Associate - Emerging WM Firm

California Staffing • Orinda, CA, US
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Relationship Manager / Client Service Associate

A well-respected boutique Registered Investment Advisor (RIA) with roughly half a billion dollars under management is seeking a Relationship Manager / Client Service Associate to join its close-knit team. The firm is recognized for its supportive, family-like culture, exceptionally low turnover, and commitment to delivering fiduciary, client-first guidance. Team members enjoy strong work-life balance, meaningful client relationships, and a collaborative environment where dedication and long-term growth are truly valued.

This position blends detail orientation with strong relationship-building skills. You will play a key role in onboarding new clients, preparing documentation, maintaining client accounts, and supporting advisors across all areas of client service. You will also serve as a primary liaison between the firm and its custodial partners, ensuring seamless operations and delivering an exceptional client experience. This is an excellent opportunity for someone who wants mentorship from an experienced advisor, long-term stability, and the ability to grow within the role.

Key Responsibilities :

  • Support advisors with onboarding and client transition activities
  • Coordinate account openings and asset transfers
  • Process distributions, including RMDs, and maintain annual RMD tracking
  • Partner with custodians to complete account service requests
  • Document all client interactions and follow-ups in the CRM

Why This Opportunity Stands Out :

  • Excellent work-life balance
  • Competitive base salary with annual reviews and merit-based increases
  • Strong retirement offering (safe harbor + profit sharing)
  • Employer-covered parking or transit pass
  • Discretionary bonuses
  • 4 weeks of PTO from day one
  • Comprehensive health benefits
  • A positive, people-focused work environment with long-tenured staff

    • Requirements :

  • Bachelor's degree required
  • 23 years of financial services experience in a client-facing role
  • Strong understanding of taxable and retirement account types
  • Excellent written and verbal communication skills
  • Strong organizational skills with exceptional attention to detail
  • Proficiency in Word, Excel, and CRM systems
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    Client Service Associate Emerging WM Firm • Orinda, CA, US

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