Elevation Wealth Partners, LLC · 16 hours ago
Client Service Associate (Walnut Creek or Santa Rosa)
Walnut Creek, CA
Full-time
Onsite
Entry, Mid Level
$60K/yr - $80K/yr
1+ years expElevation Wealth Partners, LLC is a fiduciary, fee-only wealth management firm serving individuals and families. The Client Service Associate plays a critical role in delivering personalized client experiences by managing relationships, preparing financial materials, and ensuring timely service.
AdviceFinancial ServicesWealth Management
Responsibilities
Serve as a primary point of contact for clients, providing responsive, thoughtful, and professional service across phone, email, and virtual interactions
Support advisors in preparing for client meetings, including gathering data, generating reports, and organizing planning materials
Assist clients with onboarding, including account setup, paperwork preparation, custodian coordination, and welcome communications
Process account maintenance requests such as deposits, withdrawals, money movement, performance reporting, and account updates
Maintain accurate and organized client records using CRM and portfolio management systems
Collaborate with advisors and operations leadership to improve workflows, enhance the client experience, and support firmwide initiatives
Assist with coordinating Client Appreciation events, surveys, and general client outreach
Respond to ad hoc requests from clients, CPAs, Estate Planning Attorneys and other third parties via phone, e-mail or in person. This requires an ability to interact with clients and third parties directly to support their varied needs
Assist the firm’s managing partner with scheduling meetings, project management, travel, projects and tasks as needed
Uphold Elevation’s fiduciary commitment by ensuring accuracy, confidentiality, and exceptional service in all client interactions
Qualification
Required
Bachelor's degree required (Finance, Business, Economics, or related field a major plus)
1–3+ years of experience in financial services, wealth management, investment advisory, or a related client facing role
Strong written and verbal communication skills
High attention to detail with excellent organizational and interpersonal abilities
Ability to thrive in a dynamic, fast paced environment
Be a problem solver that can figure things out of their own and take tasks and projects to completion
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Office 365)
Experience with CRM such as RedTail, Salesforce, etc
Experience with brokerage firms or broker/dealers such as Charles Schwab (Schwab Advisors Services), Fidelity Brokerage Services, Pershing / BNY, Raymond James operations and account servicing on their platforms
Preferred
Series 65 a plus
Working towards the Certified Financial Planner professional designation desirable
Experience with portfolio accounting software such as Envestnet Tamarac, Orion, Advyzon, etcetera a major plus
Electronic signing tools such as Docusign
Benefits
Participation in quarterly and annual bonuses.
401(k) retirement plan with potential profit sharing.
Company sponsored Medical and Dental.
Payment for classes and study materials for professional education.
Empowered Paid Time Off. You are simply allowed to take as much time off as you need for sick days, personal days, and extended time-off (beyond one day).
Additionally, you receive all ten NYSE stock market holidays off: New Year’s Day, MLK Day, Washington’s Birthday, Good Friday, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving, and Christmas Day.
Flexible, professional, high-tech work environment.
Company
Elevation Wealth Partners, LLC
Founded in 1999, Elevation Wealth Partners (formerly ZRC Wealth Management) is a Northern California based fee-only and Fiduciary Registered Investment Advisor that serves discerning investors across the United States and across the globe.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Andrew Kirchner
Client Service & Portfolio Manager, Chief Compliance Officer
Barry Mendelson, CFP®
Wealth Advisor & Managing Partner
Company data provided by crunchbase