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Client Service Associate - Prominent Investment Firm
Client Service Associate - Prominent Investment FirmCalifornia Staffing • San Jose, CA, US
Client Service Associate - Prominent Investment Firm

Client Service Associate - Prominent Investment Firm

California Staffing • San Jose, CA, US
1 day ago
Job type
  • Full-time
Job description

Client Service Associate Wealth Management

A rapidly growing investment advisory firm is seeking a Client Service Associate to join its high-performing team. This role offers hands-on experience in client relations, portfolio operations, and investment analysis, with access to cutting-edge tools like FactSet, Bloomberg, and Morningstar Direct. Ideal for professionals looking to deepen their expertise and grow within a collaborative, education-focused environment.

Key Responsibilities

  • Deliver high-touch service to sophisticated clients
  • Process account openings, transfers, trades, and other transactions
  • Prepare performance reports and support client meetings
  • Maintain accurate client documentation and ensure compliance
  • Monitor client communications and portfolio needs
  • Reconcile client accounts with custodial records

What's Offered

  • Competitive compensation based on experience
  • Full healthcare benefits
  • 401(k) retirement plan
  • Ongoing training and career development

    • Requirements

  • Bachelor's degree required; Series 65 a plus
  • 5+ years of experience in financial services (wealth / asset management, brokerage, or banking)
  • Strong analytical, communication, and organizational skills
  • Proficiency in Microsoft Office; Salesforce experience preferred
  • Familiarity with Fidelity, Schwab, Black Diamond, and Morningstar is a plus
  • Ability to multitask and prioritize in a fast-paced environment

    • Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario let's explore how this opportunity could be the right fit for your next career move.

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    Client Service Associate • San Jose, CA, US