Position Title: Senior Client Service Associate MUST LIVE WITHIN A COMMUTABLE DISTANCE OF CAMPBELL, CA Build relationships that go far beyond managing accounts. A growing, values-driven wealth management firm is seeking a Senior Client Service Associate to deliver highly personalized support to high-net-worth and ultra-high-net-worth families. This role combines hands-on client service, financial account administration, relationship management, and emerging technology, and includes everything from account transactions and documentation to client meetings and community speaking engagements. This role is remote 90% of the time. The ideal candidate brings 3–6 years of financial services experience, exceptional written and verbal communication skills, and a genuine commitment to providing warm, responsive, high-touch service. They should be proactive, highly organized, comfortable working independently, and excited to use AI and new technology to improve the client experience. Salary Range: $100,000 - $115,000 / Year, DOE Responsibilities • Deliver white-glove, high-touch service to high-net-worth and ultra-high-net-worth clients • Manage client requests with a strong focus on responsiveness, accuracy, and follow-through • Process account transactions including distributions, ACH and wire transfers, journal entries, and qualified charitable distributions • Prepare and process new account paperwork, beneficiary changes, trust documentation, and account maintenance forms • Support client meetings and financial planning implementation while coordinating with CPAs, attorneys, and other outside professionals as needed • Participate in periodic speaking engagements and community events, including presentations at churches throughout the Bay Area • Work with custom AI tools and agents, providing feedback and identifying opportunities to improve workflows and client service processes Requirements • 3–6 years of experience in financial services, ideally within an RIA environment supporting HNW or UHNW clients • Hands-on experience with account transactions and financial account documentation • Familiarity with custodial platforms such as Fidelity or Schwab and CRM platforms such as Wealthbox or Redtail • Strong proficiency with Microsoft Office, including Excel, Word, and Outlook • Exceptional written and verbal communication skills with a polished, relationship-focused approach • Close attention to detail, particularly when handling compliance-sensitive documentation • Strong organizational skills with the ability to manage multiple client requests simultaneously • Ability to handle confidential financial and personal information with discretion • Proactive, self-directed approach with the ability to identify issues and drive them through resolution • Comfort working with AI-based tools and enthusiasm for adopting new technology Preferred Qualifications • Series 65 or 66 license, or willingness to obtain one • Notary public certification • Familiarity with trust, estate, and beneficiary-related processes • Experience supporting financial planning implementation • Experience with financial planning platforms such as eMoney or RightCapital • Experience coordinating directly with CPAs, attorneys, or insurance professionals • Track record of developing long-term client relationships in a service-focused environment • Experience implementing or improving AI-powered systems and workflows Benefits • 401(k) plan with employer contribution • Paid vacation, personal, and sick time • Generous paid holiday office closures • Annual professional development and continuing education stipend • Support for licensing, certifications, and ongoing professional growth • Clear advancement potential toward a Financial Advisor position If you are a relationship-driven financial services professional who takes ownership, communicates exceptionally well, and wants to grow into a trusted advisor, apply today. #LI-KJ1 #LI-SB1