2 jobs found in Alamo

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . Location: Walnut Creek, CA Salary: $85,000 - $100,000 Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management . Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities Provide day-to-day administrative and operational support to two Wealth Advisors. Serve as a primary point of contact for client service requests, ensuring...

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . Location: Alamo, CA Salary: $85,000 - $100,000 Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management . Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities Provide day-to-day administrative and operational support to two Wealth Advisors. Serve as a primary point of contact for client service requests, ensuring timely and...