Client Services Associate
Location
Palo Alto, CA
Job Type
Full-time
Category
other-general
Posted
May 31, 2026
Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.
Client Service Associate | Thriving Wealth Management Firm | Palo Alto
Hybrid; 3 Days onsite (flexible) | $Base + Bonus + Top Tier Perks!
Join a well-established wealth management firm supporting high-net-worth and ultra-high-net-worth individuals, families, and institutions. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships.
The role offers a competitive compensation package with strong benefits, including a generous 401(k) match, comprehensive health coverage, unlimited PTO, free parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities.
Responsibilities
+ Build trusted relationships with clients and a...
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.
Client Service Associate | Thriving Wealth Management Firm | Palo Alto
Hybrid; 3 Days onsite (flexible) | $Base + Bonus + Top Tier Perks!
Join a well-established wealth management firm supporting high-net-worth and ultra-high-net-worth individuals, families, and institutions. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships.
The role offers a competitive compensation package with strong benefits, including a generous 401(k) match, comprehensive health coverage, unlimited PTO, free parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities.
Responsibilities
+ Build trusted relationships with clients and a...