Waldron Partners · 1 month ago
Client Service Associate – Wealth Management
Alamo, CA
Full-time
Onsite
Entry Level
$60K/yr - $75K/yr
1+ years expWaldron Partners is a wealth management firm seeking a Wealth Management Associate to serve as the operational backbone of their team. The role involves handling essential day-to-day operations, ensuring accuracy in paperwork and compliance records, and supporting advisors with financial planning tasks.
Responsibilities
Prepare, review, and process financial paperwork (insurance, investments, transfers, compliance)
Maintain accurate and organized client files in CRM and custodial platforms
Track outstanding items and follow up to ensure nothing falls through the cracks
Assist with scheduling, meeting prep, and reporting
Support advisors by ensuring operational tasks are completed accurately and on time
Own the accuracy and upkeep of internal systems (eMoney, Envestnet, Albridge, CRM, custodial platforms) and look for ways to streamline workflows
Qualification
Required
Bachelor's degree or equivalent professional experience
1–2 years of relevant professional experience in a financial services, operations, or administrative role
Strong organizational and project management skills with a love for detail
Experience with CRM systems
Knowledge of financial planning and reporting tools (e.g., eMoney, Envestnet, Albridge, or similar platforms)
A proactive mindset — you anticipate needs, follow processes, and solve problems before they escalate
Clear and professional communication skills
Benefits
Synthetic stock units.
Comprehensive health, dental, and vision coverage.
401(k) with generous company contributions.
Professional development opportunities and ongoing training.
A supportive, collaborative team culture that values both precision and growth.
Company
Waldron Partners
Waldron Partners aims to fully understand our client’s financial situation, including your goals, fears, and passions.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Peter T. Waldron, MBA, CBEC
Managing Partner
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