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Senior Client Service Associate-San Jose, CA

Senior Client Service Associate-San Jose, CA

RK PartnersChicago, IL, US
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Job Description

Job Description

Client Service Specialist

đź“Ť Location : San Jose, CA On site

🕒 Hours : 8 : 30 AM – 5 : 00 PM, Monday–Friday

Are you an experienced client service professional looking to grow in the financial services industry? Join our San Jose client, where they combine the resources of a nationwide firm with the close-knit feel of a local office. If you’ve supported a financial advisor or wealth manager before and love being the go-to resource for clients, this role could be your next great move.

MUST HAVE 2 years or more of expereince in financial services

What You’ll Do

As a Client Service Specialist , you'll play a critical role in ensuring an exceptional client experience. You’ll support advisors by managing key service and operational tasks while also building strong client relationships.

Your day-to-day will include :

  • Serving as the first point of contact for client inquiries and requests
  • Coordinating meetings between clients and advisors
  • Preparing, processing, and following up on account paperwork
  • Maintaining accurate client records and documentation
  • Providing proactive outreach and follow-up to deepen relationships
  • Supporting the execution of client events and firm initiatives
  • Collaborating with advisors and other team members to improve processes and service

What We’re Looking For

  • 2+ years of experience supporting a financial advisor or wealth manager
  • Strong organizational and time management skills—you keep things on track
  • Comfortable working in a fast-paced environment with multiple priorities
  • Proficiency in CRM systems (Salesforce preferred) and Microsoft Office Suite
  • Excellent verbal and written communication skills
  • A proactive, solutions-oriented mindset—you take initiative
  • Ability to travel occasionally to support other firm locations
  • Military experience? We appreciate and value your service!

    • Why Join Us?

    🔹 Join a high-performing team that values collaboration, growth, and integrity

    🔹 Be part of a firm where your voice matters and your impact is seen

    🔹 Gain exposure to seasoned financial professionals and expand your industry knowledge

    🔹 Work in a professional, client-focused environment with long-term career potential

    This is a full-time, in-office position based in San Jose, CA . Occasional flexibility and travel may be required.

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