New

Senior Client Service Associate

Vaco
$85,000.00 - $100,000.00 / yr
vision insurance, 401(k)
United States, California, Sausalito
Apr 02, 2025
Senior Client Service Associate Location: Sausalito, CA (Hybrid - 3 days on-site per week) Employment Type: Permanent Salary: $85,000 - $100,000 Company Overview A leading wealth management firm is seeking a Senior Client Service Associate to provide operational and administrative support to Client Advisors. This firm is dedicated to delivering comprehensive financial services and fostering professional growth in a collaborative and client-focused environment. Job Description As a Senior Client Service Associate, you will play a vital role in supporting Client Advisors by managing client accounts, executing transactions, and ensuring seamless service delivery. This position requires a strong client service mindset, exceptional attention to detail, and the ability to coordinate across multiple departments to meet client needs. This is a hybrid position requiring on-site presence three days per week in Sausalito, CA. Key Responsibilities: Serve as a primary point of contact for client inquiries and concerns. Manage account maintenance for new and existing clients, including documentation, compliance, and communication with custodians. Execute money transfers, facilitate trades, and handle ad hoc client requests. Collaborate with investment, accounting, and operations teams to support client needs. Generate reports and prepare materials for client meetings. Maintain and update client information in CRM (Salesforce). Lead and track key team projects to successful completion. Qualifications & Skills: Bachelor's degree in Finance, Accounting, Economics, or a related field. 4+ years of client service or administrative experience in the financial services industry. Strong interpersonal and communication skills; ability to work in a client-facing role. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); Salesforce experience preferred. Series 65 certification is a plus. This role does not offer immigration-related sponsorship (e.g., H-1B, TN, STEM OPT). Why Join Us? Competitive salary and benefits package. Hybrid work model (3 days on-site, 2 days remote). 401(k) Plan with employer matching. Employer health savings account. Medical & vision insurance. Continuing education support. A collaborative and growth-oriented work environment. This is an excellent opportunity for a motivated professional looking to advance within the financial services industry while working in a dynamic and supportive firm. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal. By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here. Virginia residents may access our state specific policies here. Residents of all other states may access our policies here. Canadian residents may access our policies in English here and in French here. Residents of countries governed by GDPR may access our policies here. Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.