Client Service Associate

San Francisco, California • $80,000-$100,000

About the Company:

Our client is a boutique wealth management firm providing aggressive investment strategies and customized plans to high-net-worth individuals. Responsibilities include providing exceptional client service to clients and third parties along with processing cash & security transfers, establishing new accounts at various custodians, preparing tax reporting, and maintaining client information.



  • Communicate frequently with clients, act as the liaison between team and client, and troubleshoot problems as they arise
  • Handle client and accountant queries and requests, establish custodial accounts, and assist clients in completing firm and custodian paperwork
  • Attend to recurring and ad hoc cash and security transfer requests; perform ACH and wire transfers
  • Support the investment team with the initiation of trades with various managers and custodians, and general support of portfolio and investment strategies
  • Manage client information within the ATS and review client transactions, activity, and alternative investment valuations
  • Coordinate monthly client statements and quarterly management fees



  • Bachelor’s degree required
  • 1-3 years of previous client services experience
  • Knowledge of portfolio administration and various custodial interfaces
  • Experience working with private high-net-worth clients and/or institutional clients


Salary Range:





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