Client Services Associate
$100kEvergreen Gavekal
Evergreen GaveKal (Evergreen) is an independent registered investment advisor (RIA) serving high-net-worth individuals, families, and endowments. Since 1983, our unwavering commitment to clients and their investments has guided every decision. Evergreen offers a wide spectrum of investment solutions designed to meet today’s increasingly complex global markets. We are expanding our San Francisco Bay Area office and are looking for a professional passionate about wealth management. The ideal candidate will be personable, detail-oriented, and capable of working with limited supervision. Duties and Responsibilities Client Service and Account Maintenance Provide support or serve as back-up to client service‑related functions (cash movements, client reporting outside of periodic reports). Create new accounts, groups, and households in the portfolio accounting system and client relationship management platform. Reconcile and maintain client accounts with custodian records; reconcile groups and households in portfolio accounting system. Track and update cost basis information; collect and save documents to support cost basis information. Gather 1099s, K‑1s, and other tax documents as requested by clients and accountants. Quarterly Reporting Generate reports from portfolio accounting system and upload them to the client portal. Private Investments Fill out subscription documents and coordinate with private investment managers. Liaise with our private investment teams and custodian as needed. Reconcile and maintain manual client accounts with private investment administrators’ records in portfolio accounting system. Track and tag clients’ intra‑group asset flows in portfolio accounting system. Qualifications/Competencies Ability to work well under pressure with aptitude in prioritizing tasks. Proactive and works well with minimal supervision. Strong verbal and written communication skills. Excellent attention to detail with ability to analyze quantitative and qualitative data. Interest in streamlining processes. 2 to 5 years experience with a registered investment advisor or investment/asset management firm. Salary Range: $100,000+ depending on experience #J-18808-Ljbffr Evergreen Gavekal
$34.32k - $90k
...Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first...SuggestedFull timeTemporary workWork at officeLocal area$85k - $100k
...meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are... ...About the Role We are seeking a detail-oriented client services professional to join our team. This role is ideal for an early...SuggestedFull timeSummer workWork at office$45k - $95k
...SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to...SuggestedFull timeWork experience placementWork at office$91.61k - $146.57k
...better outcomes and a stronger community of associates united by our mission. At Capital, we... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking... ...“I can succeed as a Private Client Service Associate at Capital Group.” As the...SuggestedFull timeTemporary workLocal areaFlexible hours- ...partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people,...Suggested
- ...of our 100+ offices has its own individual identity, and each also has its own unique rewards.OverviewWe’re looking for a Client Services Associate to join our team! In this role, you’ll be the main point of contact for clients, working closely with our Production team...Full time
$90k - $125k
...meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we... ...the Role We are adding an experienced Senior Client Service Associate to our team! This role is ideal if you are passionate about client...Full timeSummer workWork at office$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...Full time$80k - $111k
...Senior Client Service Associate The Senior Client Service Associate will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative...InternshipFlexible hoursStifel Financial
San Francisco, CA4 days ago$90k - $120k
...Client Service Associate The Client Service Associate provides operational support to our Wealth Advisors and/or Partners, providing services for 100 to 150 clients. The Client Service Associate is a key member of the service team for each client and serves as the liaison...Local areaFlexible hoursCerity Partners
San Francisco, CA3 days ago$61.28k - $109.28k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing...Full timeCiti
San Francisco, CA2 days ago$90k - $105k
...Client Service Associate | San Francisco, CA A boutique wealth advisory firm serving individuals, families, and institutional clients with approximately $2 billion in assets under management is seeking a Senior Client Service Associate. In this role, you will...Work at officeBCI - Brokerage Consultants Inc
San Francisco, CA4 days ago- ...Registered Client Service Associate Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community...
Citigroup Inc
San Francisco, CA3 days ago $35.15k - $90k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Temporary workWork at officeLocal areaMorgan Stanley
San Francisco, CA5 days ago$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley...Work at officeVodia Ventures
San Francisco, CA4 days ago$31.2 - $40.8 per hour
...meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives... ...individuals to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure...Hourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$130k - $175k
...product capability to these firms and their clients as well as providing ongoing education,... ...transfer agents, and other third-party service providers relating to client inquiries,... ...prior endeavors. The Investor Services Associate should exhibit strong technical and analytical...Local area$225k
...Job Description Compensation: Up to $225,000 About Our Client: Our client is a growing, high-touch wealth management firm... ...expansion. This hire will play a central role in keeping client service, investment operations, and alternative investment workflows...Flexible hoursClaire Myers Consulting
San Francisco, CA4 days ago$90k - $122k
...and investment solutions with highly personalized client experience. We are a modern independent firm... ...across advisory, investment, operations, and client service teams. Role Summary The Senior Client Service Associate is an experienced client service professional who...Work at officeRemote work3 days per week1 day per week$70k
...Client Service Associate (Class of 2027) San Francisco, California, United States Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours- Citigroup Inc. in San Francisco, CA, seeks a Licensed Client Service Associate to support wealth management services under guidance from Banker teams. The role emphasizes risk awareness, regulatory compliance, and client interaction to safeguard Citi and assets. The role...
- A leading financial services company in San Francisco is seeking a Registered Client Service Associate. This role is pivotal in providing exceptional service to clients and supporting Financial Advisors in their daily operations. The ideal candidate will possess strong...
$56k - $75k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, client services associate (NR) assists one or more financial advisor(s) (FA...Work at officeImmediate startFlexible hours- ...energetic self-starter, you will contribute to a collegial, open‑door team environment and grow with us. Ideal candidates bring a client‑centric mindset, strong communication, and exceptional attention to detail. You should be comfortable multitasking, solving problems...Work at office
- PowerToFly is seeking a Registered Client Service Associate to provide exceptional support for Financial Advisors and clients. The successful candidate will build trusted relationships while assisting clients with services, executing transactions, and managing various...Work at office
$365k - $420k
...Private Client Services Associate Attorney - Midlevel Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join its nationally recognized Private Client Services Group. The Role Advise individuals...Work at office- ...Job Description Job Description We are seeking a licensed Client Service & Operations Associate who is organized, proactive, and enjoys building long-term relationships with clients. This position supports two experienced financial advisors with complementary working...Work at officeRemote work
Wealth Management Practice
San Francisco, CA3 days ago - ...Investor Relations, Client Services Associate Location: San Francisco | Hybrid (4 days in, 1 remote) Industry: Asset Management / Financial Services Firm Style: Collaborative, fast-paced, and high-performing You're a Great Fit If You: Have 4–6 years of...Work at officeRemote work
A-Frame Search
San Francisco, CA5 days ago - UBS in San Francisco is seeking a Registered Client Associate to support high-net-worth clients. You will keep systems up-to-date, educate clients on account services, and assist in preparing materials for client meetings. The role requires Series 7 and 66 licenses (for...Work at office
$72.2k - $85k
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and teams on a daily basis. Through regular interactions, individuals in this role build trusted relationships, leading with...Temporary workWork at officeLocal area
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