Wealth Management Client Services Specialist

Posted yesterday

evergreen gavekalMillbrae (CA)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$100,000 per year

Apply

About the role

An independent investment advisory firm is seeking a professional for their San Francisco office. This role focuses on client service and account maintenance, requiring proficiency in handling client accounts, generating reports, and managing private investments. Ideal candidates will have 2 to 5 years of experience at a registered investment advisor or similar firm, demonstrate strong communication skills, and possess meticulous attention to detail. The salary ranges from $100,000+ depending on experience.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.