Client Service Associate - Indep. RIA - 2 Days onsite
Location
San Carlos, CA
Job Type
Full-time
Category
other-general
Posted
May 06, 2026
Description
Boutique Wealth Management Firm | 2 days on-site / 3 days from home!
A growing boutique wealth management firm with family values, excellent tenures, and an outstanding client retention record is seeking a Client Service Associate or Senior Associate to support they high-net-worth individuals and family clients. This firm delivers customized investment management and financial planning with a strong fiduciary, relationship-driven approach.
This is an excellent opportunity for someone who thrives in a high-touch advisory environment and enjoys owning client experience from onboarding through ongoing support. This role has room to grow into greater responsibilities over time and fosters long-term career opportunities and trajectory.
Key Responsibilities
+ Serve as a primary point of contact for high-net-worth clients
+ Manage new client onboarding and account setup
+ Prepare materials for client meeti...
Boutique Wealth Management Firm | 2 days on-site / 3 days from home!
A growing boutique wealth management firm with family values, excellent tenures, and an outstanding client retention record is seeking a Client Service Associate or Senior Associate to support they high-net-worth individuals and family clients. This firm delivers customized investment management and financial planning with a strong fiduciary, relationship-driven approach.
This is an excellent opportunity for someone who thrives in a high-touch advisory environment and enjoys owning client experience from onboarding through ongoing support. This role has room to grow into greater responsibilities over time and fosters long-term career opportunities and trajectory.
Key Responsibilities
+ Serve as a primary point of contact for high-net-worth clients
+ Manage new client onboarding and account setup
+ Prepare materials for client meeti...