Client Services Advisor

In Touch Financial Services | Oakland, California In Touch Financial Services is a Registered Investment Advisor based in Oakland, California. We are a boutique financial services firm with more than 30 years of experience managing investment portfolios and serving clients with care, professionalism, and attention to detail. We currently work with LPL Financial and Charles Schwab as custodial partners. We are seeking an experienced, licensed Client Services Administrator who brings initiative, sound judgment, and genuine care to their work. This role is ideal for someone who does not wait to be told what to do — someone who anticipates needs, thinks critically, and takes ownership of both the client experience and the daily operations of the firm. The Client Services Administrator will deliver exceptional client service, provide technical and administrative support to the Lead Advisor, and help ensure the efficient operation of the practice. This person will serve as a trusted point of contact for clients and a key partner to the Lead Advisor, ensuring that nothing falls through the cracks and that clients feel supported, informed, and valued at every stage of the relationship. This is not a task-only administrative role. The right person will be proactive, thoughtful, dependable, and highly detail-oriented — someone who takes pride in follow-through and understands the importance of both accuracy and compassion in financial services. Key Responsibilities Client Experience & Relationship Support Serve as a primary point of contact for client service requests, inquiries, and follow-ups Anticipate client needs by proactively monitoring accounts, pending items, and upcoming milestones Communicate with warmth, professionalism, and clarity — clients should feel genuinely cared for Prepare materials and documentation for client meetings and ensure timely post-meeting follow-through Maintain the firm’s client calendar, including scheduling, confirming, and coordinating appointments for both current and prospective clients Ensure all meetings are properly prepared for, documented, and followed up on What Success Looks Like in This Role Thinks two steps ahead of clients and advisor needs Notices what needs attention and takes action without being asked Follows responsibilities through to completion with consistency and care Communicates proactively, clearly, and kindly Brings calm, organization, and accountability to a fast-paced environment What Success Looks Like in This Role A successful candidate: Thinks two steps ahead of clients and advisor needs Notices what needs attention and takes action without being asked Follows responsibilities through to completion with consistency and care Communicates proactively, clearly, and kindly Brings calm, organization, and accountability to a fast-paced environment Ideal Candidate We are looking for someone who is experienced in financial services and comfortable working in a small, client-centered advisory practice. The ideal candidate will have: Prior experience in a financial advisory, RIA, broker-dealer, or wealth management environment Active securities license(s) or relevant financial services licensing Familiarity with custodial platforms such as LPL Financial and/or Charles Schwab preferred Strong organizational skills and attention to detail Excellent written and verbal communication skills A proactive, solutions-oriented mindset The ability to manage multiple priorities while maintaining accuracy Strong follow-through and a high level of accountability Professionalism, discretion, and respect for client confidentiality A genuine desire to provide exceptional client service Licensed Client Services Administrator In Touch Financial Services | Oakland, California In Touch Financial Services is a Registered Investment Advisor based in Oakland, California. We are a boutique financial services firm with more than 30 years of experience managing investment portfolios and serving clients with care, professionalism, and attention to detail. We currently work with LPL Financial and Charles Schwab as custodial partners. We are seeking an experienced, licensed Client Services Administrator who brings initiative, sound judgment, and genuine care to their work. This role is ideal for someone who does not wait to be told what to do — someone who anticipates needs, thinks critically, and takes ownership of both the client experience and the daily operations of the firm. The Client Services Administrator will deliver exceptional client service, provide technical and administrative support to the Lead Advisor, and help ensure the efficient operation of the practice. This person will serve as a trusted point of contact for clients and a key partner to the Lead Advisor, ensuring that nothing falls through the cracks and that clients feel supported, informed, and valued at every stage of the relationship. This is not a task-only administrative role. The right person will be proactive, thoughtful, dependable, and highly detail-oriented — someone who takes pride in follow-through and understands the importance of both accuracy and compassion in financial services. Key Responsibilities Client Experience & Relationship Support Serve as a primary point of contact for client service requests, inquiries, and follow-ups Anticipate client needs by proactively monitoring accounts, pending items, and upcoming milestones Communicate with warmth, professionalism, and clarity — clients should feel genuinely cared for Prepare materials and documentation for client meetings and ensure timely post-meeting follow-through Maintain the firm’s client calendar, including scheduling, confirming, and coordinating appointments for both current and prospective clients Ensure all meetings are properly prepared for, documented, and followed up on What Success Looks Like in This Role Thinks two steps ahead of clients and advisor needs Notices what needs attention and takes action without being asked Follows responsibilities through to completion with consistency and care Communicates proactively, clearly, and kindly Brings calm, organization, and accountability to a fast-paced environment What Success Looks Like in This Role A successful candidate: Thinks two steps ahead of clients and advisor needs Notices what needs attention and takes action without being asked Follows responsibilities through to completion with consistency and care Communicates proactively, clearly, and kindly Brings calm, organization, and accountability to a fast-paced environment Ideal Candidate We are looking for someone who is experienced in financial services and comfortable working in a small, client-centered advisory practice. The ideal candidate will have: Prior experience in a financial advisory, RIA, broker-dealer, or wealth management environment Active securities license(s) or relevant financial services licensing Familiarity with custodial platforms such as LPL Financial and/or Charles Schwab preferred Strong organizational skills and attention to detail Excellent written and verbal communication skills A proactive, solutions-oriented mindset The ability to manage multiple priorities while maintaining accuracy Strong follow-through and a high level of accountability Professionalism, discretion, and respect for client confidentiality A genuine desire to provide exceptional client service #J-18808-Ljbffr