Client Service Analyst

Job Description

Job Description

Client Service Analyst

Private Wealth Management | San Francisco

Evolve Talent Partners is partnering with an established San Francisco-based wealth management firm to hire a Client Service Analyst .

This is an excellent opportunity for an early-career professional interested in building a career in private wealth management. The Analyst will work closely with advisors and senior client service professionals, gaining hands-on experience supporting high-net-worth clients while learning the systems, processes, and operational foundations of a sophisticated wealth management business.

The ideal candidate is organized, curious, detail-oriented, and motivated by delivering exceptional service. This role is well suited for someone who enjoys learning, takes ownership of their work, and is comfortable working in a collaborative, fast-paced environment.

Responsibilities

• Provide day-to-day operational support to advisors and client service professionals

• Assist with new client onboarding, account opening, engagement agreements, investment policy statements, and related documentation

• Support account activity including transfers, wires, checks, trades, and portfolio rebalancing under the direction of experienced team members

• Prepare materials for client meetings and track follow-up items and next steps

• Maintain client and internal databases and ensure accurate recordkeeping

• Assist with projects involving portfolio updates, documentation, data quality, and process improvement

• Communicate professionally with clients, custodians, vendors, and internal colleagues

• Identify and escalate non-routine, sensitive, or time-critical issues appropriately

• Contribute to projects designed to improve team processes and the overall client experience

Qualifications

• Bachelor's degree required

• Relevant internships or experience in client service, administration, financial services, accounting, or a related area are helpful but not required

• Strong organizational skills and exceptional attention to detail

• Excellent written and verbal communication skills

• Strong analytical and problem-solving abilities

• Ability to manage multiple priorities and meet deadlines in a time-sensitive environment

• Genuine interest in client service, financial markets, and private wealth management

• Demonstrated initiative, ownership, and follow-through

• Proficiency with Microsoft Excel, Word, Outlook, and Adobe Acrobat

• Sound judgment and discretion when working with confidential information

• Collaborative, team-oriented approach and a willingness to pitch in wherever needed

Compensation & Benefits

Starting base salary: approximately $80,000, depending on experience

The firm offers a comprehensive benefits package including health, dental, and life insurance, as well as a 401(k) plan.

This is an opportunity to join a highly collaborative wealth management team and develop a strong foundation in private client service and investment operations.