Overview
Client Services Associate Jobs in Santa Rosa, California, USA at Savvy Search Solutions, LLC
Client Service Associate
Bay Area | Full-time | On-site w/WFH flexibility
A respected, family-owned wealth management firm in the Bay Area is seeking a proactive and detail-oriented Client Service Associate to join their team. This is a great opportunity for someone who loves creating exceptional client experiences and is passionate about helping others.
The ideal candidate is thoughtful, service-driven, and enjoys taking ownership of both day-to-day operations and moments that elevate the client experience.
Key **
Coordinate internal and external scheduling, including managing calendars and appointments
Answer and direct incoming calls with professionalism and care
Greet clients and visitors, ensuring a warm and welcoming experience
Support client engagement
** send birthday cards, assist with quarterly reporting, coordinate annual gifts, plan events and workshops, and contribute to social media initiatives
Manage general office operations including vendor coordination, ordering supplies, and maintaining conference rooms
Take on increasing responsibilities over time as you become more familiar with the business
**
3+ years of progressive client service or operations experience in wealth management, financial planning, or banking
Bachelor’s degree preferred (open to non-degreed candidates with 5+ years of relevant experience)
Strong attention to detail, excellent communication skills, and a team-oriented mindset
**
Competitive base salary
Bonus potential
401(k) match
Title: Client Services Associate
Company: Savvy Search Solutions, LLC
Location: Santa Rosa, California, USA
Category: Administrative/Clerical (Office Administrator/ Coordinator)
