Client Service Associate

Client Service Associate

Location: On-site

Job Summary

Our client is seeking a dedicated Client Service Associate to support a growing wealth management practice. This role serves as a primary point of contact for clients, handling account servicing, operational processes, and administrative support while delivering an exceptional client experience.

The ideal candidate is detail-oriented, organized, and experienced in wealth management operations, with the ability to build strong client relationships and manage multiple priorities in a fast-paced environment.

Key ResponsibilitiesClient Service & Relationship Management

• Serve as the primary point of contact for client service requests and inquiries.

• Build and maintain strong client relationships through responsive, professional service.

• Communicate proactively regarding account activity and documentation requirements.

• Prepare meeting materials, reports, and client documentation.

Account Operations

• Process new account openings, account transfers, beneficiary updates, and account maintenance requests.

• Prepare and process account documentation, including transfer forms, letters of authorization, and money movement requests.

• Facilitate wires, ACH transfers, distributions, and other account transactions.

• Monitor account activity and ensure timely and accurate processing.

• Maintain accurate records across CRM and portfolio management systems.

Compliance & Risk Management

• Ensure adherence to regulatory requirements and company policies.

• Maintain complete and accurate account documentation.

• Support compliance reviews, audits, and documentation requests.

• Stay current on industry regulations and compliance standards.

Team & Business Support

• Coordinate advisor calendars and schedule client meetings.

• Prepare meeting agendas, review materials, and follow-up items.

• Assist with onboarding new client relationships.

• Coordinate with custodians, internal departments, and third-party vendors.

• Track outstanding requests and ensure timely completion.

• Identify opportunities to improve workflows and operational efficiency.

Required Qualifications

• 5+ years of experience in wealth management, brokerage, or financial services.

• Experience supporting high-net-worth clients.

• Strong client service and relationship management skills.

• Excellent verbal and written communication skills.

• Strong organizational skills with exceptional attention to detail.

• Experience using custodial platforms and CRM systems.

• Ability to manage multiple priorities in a fast-paced environment.

• Proficiency with Microsoft Office.

Preferred Qualifications

• Experience in an RIA, independent advisory firm, or similar financial services environment.

• Experience with portfolio management and reporting platforms.

• Experience working in a collaborative, growth-oriented team.

• Industry licensing or willingness to obtain appropriate licensing.

Core Competencies

• Client-focused mindset

• Strong attention to detail

• Organization and time management

• Professional communication

• Initiative and ownership

• Adaptability

• Integrity and discretion

Benefits

• Health Insurance

• Dental Insurance

• Vision Insurance

• Retirement Plan

• Paid Time Off

• Company Holidays

• Professional Development Opportunities

Work Location

• On-site

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.