Senior Associate-San Jose, CA

Job Description

Job Description

Senior-Client Service Specialist

📍 Location : San Jose, CA On site

🕒 Hours : 8 : 30 AM – 5 : 00 PM, Monday–Friday

Are you an experienced client service professional looking to grow in the financial services industry? Join our San Jose client, where they combine the resources of a nationwide firm with the close-knit feel of a local office. If you’ve supported a financial advisor or wealth manager before and love being the go-to resource for clients, this role could be your next great move.

MUST HAVE 2-5 years or more of expereince in financial services

What You’ll Do

As a Client Service Specialist , you'll play a critical role in ensuring an exceptional client experience. You’ll support advisors by managing key service and operational tasks while also building strong client relationships.

Your day-to-day will include :

• Serving as the first point of contact for client inquiries and requests
• Coordinating meetings between clients and advisors
• Preparing, processing, and following up on account paperwork
• Maintaining accurate client records and documentation
• Providing proactive outreach and follow-up to deepen relationships
• Supporting the execution of client events and firm initiatives
• Collaborating with advisors and other team members to improve processes and service

What We’re Looking For

Why Join Us?

🔹 Join a high-performing team that values collaboration, growth, and integrity

🔹 Be part of a firm where your voice matters and your impact is seen

🔹 Gain exposure to seasoned financial professionals and expand your industry knowledge

🔹 Work in a professional, client-focused environment with long-term career potential

This is a full-time, in-office position based in San Jose, CA . Occasional flexibility and travel may be required.