Senior Wealth Planning Client Services Associate

Kforce has a client in San Francisco, CA that is seeking a Senior Wealth Planning Client Services Associate to provide exceptional, white-glove support to high-net-worth and wealth management clients. This individual will serve as a trusted point of contact for clients and advisors, helping deliver a seamless client experience while supporting a variety of financial planning, account servicing, and relationship management activities. Responsibilities:

• Deliver high-touch client service to high-net-worth individuals and families, ensuring an exceptional client experience
• Serve as a primary point of contact for client inquiries, account requests, and service-related matters
• Support financial advisors by coordinating client communications, meetings, and follow-up activities
• Process account maintenance requests, money movement transactions, account openings, and related documentation
• Work closely with internal teams to resolve client issues and ensure timely completion of requests
• Maintain accurate client records and documentation in accordance with company policies and regulatory requirements
• Assist with preparing client materials, reports, presentations, and financial planning documentation
• Proactively identify opportunities to enhance service delivery and strengthen client relationships
• Support ongoing client retention and relationship management efforts through responsive and professional service
• 2-3+ years of experience within the financial services industry
• Prior experience supporting wealth management, private wealth, or high-net-worth client relationships is strongly preferred
• Demonstrated ability to provide a white-glove, client-first service experience in a professional environment
• Strong understanding of financial services operations, client servicing processes, and account administration
• Excellent verbal and written communication skills with the ability to interact confidently with affluent clients and stakeholders
• Exceptional attention to detail, organization, and follow-through
• Ability to manage multiple priorities and work effectively in a fast-paced environment
• Proficiency with Microsoft Office and other business applications used to support client service functions
• Strong problem-solving skills and a proactive approach to client support
• Ability to maintain discretion and handle sensitive client information with a high level of professionalism