Client Services Associate

This range is provided by Roklyn Consulting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$70,000.00 / yr - $90,000.00 / yr

Assisting Financial Advisors with Firm Transitions & Moves to Independence | At Roklyn we place Financial Advisors and Support Staff at Top…

Role Overview

We're looking for a highly organized and proactive Client Services Assistant to join our team in San Jose. This is a crucial role that combines client-facing responsibilities with executive support for one of our partners. The ideal candidate will be a flexible team player with a strong growth mindset who is eager to learn and improve processes.

This is a full-time, in-office position.

Key Responsibilities

Client Service (80-90%) :

• Manage the client onboarding process, including account opening and new client setup.
• Handle client transactions and general account support.
• Provide administrative support to the rest of the team.
• Process and manage incoming mail.
• Manage calendar and schedule.
• Assist with other administrative tasks as needed.

What You Bring

Contact Darci directly at dsmith@roklyn.com to share any additional information or express interest in the role.

Seniority level

Employment type

Job function

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