Senior Client Service Associate

Senior Client Service Associate

Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens underwrote hundreds of groundbreaking IPOs, helping fuel the technology revolution. Today, we proudly build on that forward-thinking legacy as one of the fastest-growing wealth management firms in the country, with over $8.5 billion in client assets and 26 locations across 14 states.

We serve the financial planning and investment strategy needs of high-net-worth individuals and family offices through institutional-quality investment solutions, comprehensive wealth planning, and intelligent digital capabilities. Guided by our core values of stewardship, integrity, collaboration, curiosity, and innovation, our team shares a strong work ethic and a commitment to continuous innovationalways striving to elevate the client and advisor experience and create lasting value on behalf of those we serve.

About the Role

We are seeking a Senior Client Service Associate to join our dedicated wealth management team. This role is the operational heartbeat of the client experience, ensuring that the complex financial lives of our High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients are managed with precision and white-glove service. The ideal candidate is able work within a team to manage our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range is $90,000 $120,000 depending on experience, a discretionary bonus determined based on individual and team performance, and benefits including medical, dental, vision, a 401(k) plan, life insurance, short-term and long-term disability, health care and dependent day-care flexible savings accounts, transit, and parking programs and paid time off.

Key Responsibilities

• Work closely with the advisor/team to support their clients
• Work within a cross-functional framework where roles often overlap with client service and operations to ensure a seamless "family office" experience.
• Manage cash balances and daily asset transfers in accounts
• Plan and manage new client account onboarding process including SMA and alternative investments
• Closely monitor custodian platforms for alerts and NIGOs that impact client accounts
• Develop a strong relationship with custodians to provide extraordinary client service
• Serve as a key liaison to other operational areas supporting the business, including Wealth Planning, Operations, Marketing
• Ensuring that all Know Your Customer (KYC) standards are met and materials are organized in a consistent manner
• Demonstrate a poised skillset in project management to ensure clear communication and task execution while meeting deadlines
• Serve as primary liaison with Salesforce and associated CRM activities, including mail list management
• Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation

Personal Qualifications

• Team-oriented, respectful, high integrity, humility
• Growth-minded self-starter, with ability to follow direction and offer perspective on new initiatives
• Detail focused with excellent organization skills and the ability to multi-task
• Excellent written, oral and listening communication skills
• Comfortable working in a fast-paced and deadline focused environment

Candidate Requirements

• BA/BS degree required, concentration in Accounting, Finance, Economics, or a related field preferred.
• 2-3 years of relevant experience
• Strong interest in client service management
• Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams
• Ability to navigate online custodian platforms, such as Fidelity and Schwab
• Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues
• Series certifications not required, but prefer a strong interest in obtaining a CFP designation
• Addepar experience, a plus
• Salesforce experience, a plus
• Highly proficient with Microsoft Office
• Comfortable working in a fast-paced and deadline focused environment