CrawlJobs Logo

Client Service Coordinator - Associate

United States, Redwood City 21.00 USD / Hour · Job Posted May 16, 2026
Apply Position
Job Link Share

Job Description

We are partnering with a leading organization to identify a Client Service Coordinator - Associate to provide essential administrative support and help ensure smooth day-to-day operations. This role is ideal for someone early in their career who is highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment.

Job Responsibility

  • Manage phone calls, emails, and correspondence in a professional manner
  • Schedule meetings, coordinate conferences, and maintain calendars
  • Maintain filing systems, sort/distribute mail, and order office supplies
  • Assist with financial record keeping and expense tracking
  • Support special projects and team initiatives as needed
  • Maintain cleanliness and organization in shared office spaces (kitchen and common areas)

Requirements

  • 0–2 years of prior administrative experience preferred
  • Strong organizational and communication skills
  • Ability to multitask and prioritize in a fast-paced environment
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

What we offer

  • Medical, vision, dental, and life and disability insurance
  • Company 401(k) plan

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Client Service Coordinator - Associate

8 matching positions

New

Client Service Associate Director

A boutique wealth management firm is seeking a highly relationship-driven Client...
Location
Location
United States , Sacramento
Salary
Salary:
100000.00 - 130000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4–7+ years of wealth management, private wealth, family office, or related financial services experience
  • Proven experience supporting Ultra High Net Worth or complex family office relationships
  • Strong client relationship management skills with the ability to navigate sophisticated client needs
  • Exceptional communication, organizational, and problem-solving abilities
  • Bachelor's degree in Business, Finance, or a related field, or equivalent industry experience
  • Experience with wealth management technology platforms such as Addepar preferred
  • Familiarity with CRM and workflow management systems, including Salesforce and Asana, is a plus
  • Advanced proficiency with Microsoft Office applications
Job Responsibility
Job Responsibility
  • Serve as a trusted advisor and primary contact for high-net-worth and ultra-high-net-worth client relationships
  • Coordinate and oversee day-to-day client service activities, ensuring timely execution and exceptional client experiences
  • Manage complex client requests and act as the central point of communication across internal teams and external partners
  • Build strong relationships with clients and their advisors while maintaining a high level of responsiveness and professionalism
  • Drive operational efficiency and ensure follow-through on all client-related initiatives
  • Partner closely with senior leadership on strategic client matters and process improvements
  • Take ownership of client outcomes and help strengthen long-term client retention and satisfaction
  • Contribute to the continued growth and development of the client service function, with opportunities for expanded leadership responsibilities over time
What we offer
What we offer
  • 15–30% discretionary bonus
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right
New

Client Service Associate

Looking to take your wealth management career beyond the traditional client serv...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2–4 years of wealth management or family office experience
  • Experience supporting UHNW or family office clients in a white-glove environment
  • Strong organizational skills with exceptional attention to detail
  • Entrepreneurial mindset, intellectual curiosity, and a desire to grow
Job Responsibility
Job Responsibility
  • Work directly with ultra-high-net-worth families on complex investment operations
  • private investments
  • financial administration
  • tax coordination
  • and family office initiatives
What we offer
What we offer
  • Competitive Base
  • Discretionary Bonus (15–30%)
  • Unlimited PTO
  • 401(k) Match
  • Free online training
  • Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
  • Access to top jobs
  • Fulltime
Read More
Arrow Right
New

Client Service Associate | Wealth Management

A growing boutique wealth management firm is looking to add a Client Service Ass...
Location
Location
United States , San Carlos
Salary
Salary:
75000.00 - 115000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1–5 years of experience within an RIA, brokerage, or family office
  • Strong organizational skills and attention to detail
  • Positive, proactive mindset with a desire to grow in wealth management
Job Responsibility
Job Responsibility
  • Support client onboarding, account opening, and ongoing account servicing
  • Prepare materials for client meetings and assist with follow-up tasks
  • Coordinate with custodians and client partners such as accountants and attorneys
  • Assist with financial planning support and client communications
  • Maintain accurate client records and manage workflows within CRM systems
  • Fulltime
Read More
Arrow Right
New

Client Service Associate

This is an opportunity to join a highly respected boutique advisory firm that pa...
Location
Location
United States , Oakland
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2–4 years of wealth management or family office experience
  • Experience supporting UHNW or family office clients in a white-glove environment
  • Strong organizational skills with exceptional attention to detail
  • Entrepreneurial mindset, intellectual curiosity, and a desire to grow
Job Responsibility
Job Responsibility
  • Work directly with ultra-high-net-worth families on complex investment operations, private investments, financial administration, tax coordination, and family office initiatives
  • Gaining exposure to the inner workings of sophisticated wealth structures
What we offer
What we offer
  • 100% remote (Hybrid office option available in San Francisco)
  • Competitive Base + Discretionary Bonus (15–30%)
  • Unlimited PTO
  • 401(k) Match
  • Excellent Benefits
  • Medical, vision, dental, and life and disability insurance
  • Enrollment in company 401(k) plan
  • Free online training
  • Access to top jobs
  • Fulltime
Read More
Arrow Right

Client Service Associate Director

A boutique wealth management firm is seeking a highly relationship-driven Client...
Location
Location
United States , Menlo Park
Salary
Salary:
100000.00 - 130000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4-7+ years of wealth management, private wealth, family office, or related financial services experience
  • Proven experience supporting Ultra High Net Worth or complex family office relationships
  • Strong client relationship management skills with the ability to navigate sophisticated client needs
  • Exceptional communication, organizational, and problem-solving abilities
  • Bachelor's degree in Business, Finance, or a related field, or equivalent industry experience
Job Responsibility
Job Responsibility
  • Serve as a trusted advisor and primary contact for high-net-worth and ultra-high-net-worth client relationships
  • Coordinate and oversee day-to-day client service activities, ensuring timely execution and exceptional client experiences
  • Manage complex client requests and act as the central point of communication across internal teams and external partners
  • Build strong relationships with clients and their advisors while maintaining a high level of responsiveness and professionalism
  • Drive operational efficiency and ensure follow-through on all client-related initiatives
  • Partner closely with senior leadership on strategic client matters and process improvements
  • Take ownership of client outcomes and help strengthen long-term client retention and satisfaction
  • Contribute to the continued growth and development of the client service function, with opportunities for expanded leadership responsibilities over time
What we offer
What we offer
  • 15-30% discretionary bonus
  • medical, vision, dental, and life and disability insurance
  • company 401(k) plan
  • Fulltime
Read More
Arrow Right

Client Service Associate

Join a specialized family office platform serving ultra-high-net-worth individua...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-5+ years of experience in wealth management, supporting ultra-high-net-worth clients and complex financial relationships
  • Strong operational and organizational skills with high attention to detail
  • Comfortable in fast-paced, evolving environments
  • Strong communication and professional presence
  • Entrepreneurial, growth-minded, and team-oriented
  • CRM experience (Salesforce preferred)
  • Strong Excel and technical proficiency
Job Responsibility
Job Responsibility
  • Support senior team members on client service and operations
  • Lead onboarding, including account setup and documentation
  • Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance
  • Coordinate tax workflows with external providers
  • Process capital calls, wires, and time-sensitive transactions
  • Maintain KYC, compliance, and CRM accuracy
  • Support reporting, financial admin, and document management
  • Liaise with clients and advisors to ensure smooth execution
  • Improve processes and support tech-enabled workflows
What we offer
What we offer
  • Flexible remote work
  • strong benefits
  • unlimited PTO
  • Fulltime
Read More
Arrow Right

Senior Client Service Associate

Location
Location
United States , Concord
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3–5+ years in UHNW client service (RIA, family office, private bank, etc.)
  • Experience navigating complex client needs with maturity, discretion, and emotional intelligence
  • Strong organizational skills, proactive mindset, and high attention to detail
  • Familiarity with systems like Addepar, Salesforce, and Asana a plus
Job Responsibility
Job Responsibility
  • Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows
  • Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions
  • Support philanthropic entities and family office operations with precision
  • Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience
  • Review and finalize investment reports and performance data (no data entry)
What we offer
What we offer
  • Flexible remote-first work model (no required office time)
  • Low turnover, values-driven culture, and high team retention
  • Quarterly offsites for team building and strategy sessions
  • Competitive benefits: 100% paid health/dental/vision for employees, 401(k) match, paid parental leave
  • Fulltime
Read More
Arrow Right

Senior Client Service Associate | Wealth Management Firm

A growing, client-focused wealth advisory practice in the Bay Area is seeking a ...
Location
Location
United States , Concord
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent industry experience)
  • 3–5+ years of experience within wealth management, financial advisory, brokerage, or investment operations
  • Strong understanding of investment products, account structures, and regulatory frameworks
  • Excellent interpersonal and client relationship skills
  • Experience working with CRM systems, financial planning tools, and Microsoft Office
  • Series 65 license (or equivalent) preferred or willingness to obtain
Job Responsibility
Job Responsibility
  • Partner with financial advisors to support onboarding and integration of new client relationships
  • Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items
  • Maintain accurate client and prospect records across CRM and internal systems
  • Serve as a trusted support partner during client meetings and relationship management activities
  • Lead select client review meetings and assist with presenting financial planning updates
  • Gather and organize client financial data to support comprehensive planning and investment strategy discussions
  • Assist with preparation and implementation of financial plans
  • Respond to client inquiries regarding accounts, transactions, and planning-related requests
  • Support account opening, maintenance, and servicing across multiple custodial platforms
  • Ensure all client interactions and activities are documented within CRM systems
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right