Client Service Associate, Wealth Management

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half

Salary: $60,000 - $90,000 base salary + bonus (commensurate with experience, education, and skills)

About the Company:

A wealth management and financial planning firm based in Los Gatos, CA, this organization provides advanced planning and family office services to high-net-worth individuals and families.

Key Responsibilities:

• Act as a key point of contact for clients, addressing inquiries, requests, and concerns promptly.
• Assist with account openings, transfers, and maintenance while ensuring regulatory compliance.
• Process client transactions, including withdrawals and deposits, accurately and efficiently.
• Participate in firm-initiated projects such as data audits, fee audits, reporting audits, and tax package preparation.
• Support firm marketing efforts, including newsletters, articles, social media posts, and webinars, and assist with client events.
• Implement and enhance client service and experience initiatives while identifying opportunities to improve client relationships.
• Stay updated on industry trends, regulatory changes, and market developments to better serve clients.

Qualifications:

• Bachelor’s degree required, with relevant industry and client service experience preferred.
• Strong verbal and written communication skills, with the ability to clearly explain complex concepts.
• Detail-oriented, with exceptional organizational and time management abilities.
• Client-focused mindset, with a commitment to delivering exceptional service.
• Proficiency in Microsoft Office, especially Word and Excel.
• Growth-oriented with a passion for professional development and career advancement in financial services.

Unique Selling Points:

• Opportunity to work with a dynamic, high-performing team that values leadership, support, and work-life balance.
• Comprehensive professional development opportunities to grow your skills and career in financial services.
• A collaborative environment with opportunities to interact directly with high-net-worth clients while leveraging innovative financial solutions and advanced client service strategies.

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half