Client Service Associate
Location
San Mateo, CA
Job Type
Full-time
Category
other-general
Posted
June 03, 2026
Description
Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity
$80K–$100K Base + Bonus + Exceptional Benefits
Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match.
Looking for more than just another client service role?
What if your next move gave you exposure to a nearly $2B book of business, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?
A premier private wealth platform managing $70B+ in client assets is looking for a Client Associate / Sr. Client Associate to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships.
This is not a transactional service role—it’s a seat at the table.
You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class cl...
Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity
$80K–$100K Base + Bonus + Exceptional Benefits
Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match.
Looking for more than just another client service role?
What if your next move gave you exposure to a nearly $2B book of business, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?
A premier private wealth platform managing $70B+ in client assets is looking for a Client Associate / Sr. Client Associate to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships.
This is not a transactional service role—it’s a seat at the table.
You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class cl...