Client Service Associate-San Jose, CA

Job Description

Job Description

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 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

✔ 2+ years of experience supporting a financial advisor or wealth manager
✔ Strong organizational and time management skills—you keep things on track
✔ Comfortable working in a fast-paced environment with multiple priorities
✔ Proficiency in CRM systems (Salesforce preferred) and Microsoft Office Suite
✔ Excellent verbal and written communication skills
✔ A proactive, solutions-oriented mindset—you take initiative
✔ Ability to travel occasionally to support other firm locations
✔ Military experience? We appreciate and value your service!

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.