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Client Service Associate
Trillium is seeking a Client Service Associate for an established Wealth Management company in Los Gatos!
This Direct-Hire opportunity is seeking an experienced Client Service Associate with operations experience in wealth management — ideally with a Registered Investment Advisor. This role requires significant client interaction on the phone, virtually, and in person to schedule meeting and follow up with client’s regarding operational issues. The candidate is expected to help run day-to-day operations of the firm and support one financial advisor, follow and improve operational workflows in CRM, enter data with a high degree of accuracy, teach client how to use our technology tools, compliance support. We are looking for a client service star focused on operational excellence.
Responsibilities:
• Answer the main office phone line to address client issues.
• Scheduling client meetings
• Support advisor with detailed meeting preparation and follow-up tasks
• Data entry for financial plans in eMoney
• Oversee account opening and client onboarding with zero-error data entry
• Process transactions and account actions in Wealthscape, including transfers, new accounts, maintenance, and reporting
• Assist with compliance tasks, documentation reviews, and regulatory process upkeep
• Manage billing activities and support financial data accuracy in QuickBooks
• Oversee client service processes to strengthen responsiveness and satisfaction
• Track and interpret operational metrics to support performance evaluation
This position will be working on-site at the Los Gatos office location from Monday-Friday. The salary range is $110,000-$150,000 depending on experience.
If you are interested, please apply today!
Qualifications:
• Client service and operations experience, preferably with a Registered Investment Advisor
• Proficiency with Box, Wealthscape, Wealthbox, Orion, Box, Holistiplan, eMoney, DocuSign, Office Suite
Trillium has been recruiting and placing clerical and office professionals for over 30 years. From Fortune 100 companies to small businesses, our philosophy remains the same: to achieve excellence by providing quality employees with an uncompromising level of service. We believe in honesty, integrity, and a simple philosophy of providing value to our customers and our employees. We strive to be unsurpassed in the recruitment and placement of professionals. Trillium is an Equal Opportunity Employer.
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Trillium offers a comprehensive benefit package that includes the ability to participate in health insurance and retirement plans, paid holidays, state required leave, and other leave, if applicable. Trillium’s offerings are dependent on the state in which the assignment is located, length of time worked, and may change depending on assignment. Benefit packages for direct hire placements vary based on the client company.
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