Client Service Associate

Client Service Associate

San Ramon, CA

Full Time, 40 hours/week in office

Base Salary Range $65,000 – $90,000 (depending on experience)

About Modern Wealth Partners

Modern Wealth Partners is an independent wealth management firm headquartered in San Ramon, California, with a presence in Scottsdale, Arizona. Our team of twelve financial planners brings more than 190 years of combined experience serving individuals, families, and business owners through every stage of life. We believe in comprehensive, needs-based financial planning rather than product sales.

Our team helps clients address retirement planning, investments, estate planning, insurance, college funding, and business planning while fostering lifelong relationships built on trust, integrity, and independence.

You will join the practice of Benjamin M. Horn, CRPC®, a financial planner with more than two decades of industry experience. Ben's team manages approximately $325 million in client assets and serves executives, retirees, healthcare professionals, educators, scientists, business owners, and military veterans. The team operates with a service-first culture focused on delivering a highly personalized client experience. Opportunities for advancement into a higher-level role within the team is possible depending on performance.

Role Description

This is a full-time, on-site position based in San Ramon, California. The Client Services Assistant plays a critical role in supporting advisors and delivering exceptional client experiences. The position combines client service, administrative support, operations coordination, and account servicing responsibilities.

About You

· You value a small team environment and appreciate being part of an organization that is centered on helping people.

· You are energetic, highly organized, detail oriented, and a pro at managing competing priorities.

· You are tech savvy and pick up new software and systems easily.

· You are highly effective at project management and tracking progress with an eye on deadlines.

· You can work independently and figure things out on your own when needed, and you take ownership for your work.

· You enjoy learning, have the aptitude to learn new things quickly.

· You are self-motivated when it comes to personal performance.

· You are an excellent communicator with fellow team members and especially clients.

Key Responsibilities & Qualifications

Client Service & Operations

· Serve as a primary point of contact for client service requests and communications.

· Schedule appointments, manage calendars, coordinate meetings, and maintain workflow tasks.

· Provide administrative support including phone coverage, correspondence management, document preparation, filing, and office organization.

· Welcome clients and ensure professional, responsive, and positive office experiences.

· Coordinate client appreciation activities including birthdays, holiday outreach, and other relationship-building initiatives.

· Maintain office supplies, equipment, and general office operations.

Account Administration & Business Processing

· Prepare materials and paperwork for client meetings.

· Process account openings, money movement requests, beneficiary updates, and other client service transactions with accuracy and attention to detail.

· Track pending business items, monitor workflow completion, and proactively resolve issues.

· Maintain accurate client records and documentation within the firm's CRM and operational systems.

· Collaborate with advisors, custodians, and home office personnel to ensure timely completion of client requests.

Compliance & Professional Standards

· Support regulatory and compliance requirements through proper recordkeeping and documentation.

· Follow firm policies, procedures, and industry regulations.

· Assist in ensuring client communications and marketing materials meet compliance standards.

· Maintain the highest levels of professionalism, confidentiality, integrity, and client trust.

Desired Skills & Experience

· 2-3 years of administrative experience in a professional office is required. Prior experience in a support role for a financial planning or wealth management office is highly desired.

· Associate degree required; bachelor's degree preferred.

· Strong interpersonal, verbal, and written communication skills.

· Excellent organizational abilities with strong attention to detail and accuracy.

· Ability to prioritize multiple responsibilities and work both independently and collaboratively.

· Strong computer proficiency, including Microsoft Office; experience with CRM systems such as Redtail, financial planning software such as eMoney, DocuSign, or similar platforms is a plus.

· Analytical mindset, sound judgment, and a willingness to learn new systems and processes.

· Professional presence and a team-first attitude with a commitment to delivering exceptional client service.

What We Offer

· Paid Time Off (PTO) plus 10 paid holidays

· A supportive, collaborative, and professional work environment

· Competitive health and retirement benefits

· Opportunities for growth and development within a respected independent wealth management practice

· Total compensation based on experience, qualifications, and performance

Pay: $65,000.00 - $90,000.00 per year

Benefits:

• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan

Education:

• Associate (Required)

Experience:

• Wealth management: 2 years (Preferred)

Ability to Commute:

• San Ramon, CA 94583 (Required)

Work Location: In person