Client Services Associate
Roklyn
Concord, CA0–2 yrs4h agovia LinkedIn
Client Services Associate | Roklyn | Concord, CA (On-site)
About the Role
Join a well-established independent wealth management firm in Concord, CA. This is a $450M practice with a small, close-knit team where clients are known by name and feel like family.
Key Responsibilities
- Opening and maintaining accounts
- Handling paperwork
- Working directly with custodians
- Keeping the CRM current
- Responding to client requests with speed and care
- Acting as the first point of contact for client calls
- Coordinating client events and gifts
- Managing scheduling and travel
- Maintaining office operations
Requirements & Tech Stack
- Excel proficiency
- Track record in a coordinator or highly organized support role
- Self-starter mentality
- Experience in wealth management, ideally at an RIA
- Understanding of the wealth management industry to hit the ground running
Bonus:
- Experience with Schwab as a custodian
- Experience handling account opening paperwork and RMDs
- Exposure to broker-dealer business or compliance
Qualifications
No specific qualifications listed in the provided text.
Compensation and Benefits
- Base salary range: $70,000 - $85,000 (depending on experience)
- 401(k) with employer match
- Healthcare coverage including dependents
- PTO
Schedule
- Full-time, in-office role
- Location: Concord, CA
- Days: Five days a week
- Hours: 8 AM to 5 PM, with flexibility to work 7 AM to 4 PM