Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.
Senior Client Services Associate| Wealth Management Firm| Walnut Creek
Join a respected wealth management firm known for delivering an exceptional client experience and thoughtful, strategic advice to high-net-worth individuals. The culture is collaborative, growth-oriented, and built on trust. You’ll have real ownership, a voice in strategy, and the opportunity to build lasting client relationships. Competitive pay, ongoing training, and clear growth potential included.
Responsibilities

+ Partner with advisors to onboard new clients and deliver white-glove service

+ Lead and support client meetings, including reviews and plan presentations

+ Open and maintain accounts; handle client inquiries and service requests

+ Keep CRM records accurate and fully documented

+ Act as a primary contact for client servicing and proactively a...