To support a team of advisors, the full-time California Licensed Client Service Associate will provide administrative assistance, manage client inquiries, and educate clients on account services in a remote work environment. Key responsibilities Assume ownership of client inquiries and coordinate with internal departments to ensure timely service delivery Educate clients on account services and new technology, while managing account activities and documentation Conduct proactive outreach to clients regarding time-sensitive activities and assist in executing trades as needed Required qualifications 3+ years of experience in the wealth management industry 3+ years of prior administrative experience supporting a financial advisor in a client-facing role Proficiency in Microsoft Word and Excel, as well as CRM applications Strong organizational skills with a proven ability to manage multiple projects in a fast-paced environment Demonstrated interpersonal skills with the ability to build relationships with clients and colleagues