Location
Walnut Creek, CA, United States
Posted
May 09, 2026
Job Description
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...
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...