Client Service Representative

Client Service RepresentativeLocation: Novato, CA (Onsite)Employment Type: Direct HireIndustry: Financial ServicesAbout the CompanyOur client is a well‐established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust, integrity, and long‐term relationships. Their team supports high‐net‐worth individuals and families with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself on professionalism, confidentiality, and delivering an exceptional client experience.Position OverviewThe Client Service Representative is a key member of the client experience team and serves as the primary point of contact for clients. This role supports advisors and operations by managing client communications, account administration, and service requests while maintaining the highest standards of accuracy, confidentiality, and professionalism.The ideal candidate is detail‐oriented, service‐driven, and thrives in a fast‐paced, highly regulated financial services environment.Key ResponsibilitiesServe as the first point of contact for clients via phone, email, and in person, delivering professional and responsive serviceManage and maintain client accounts using Redtail CRM and LPL ClientWorks, ensuring accuracy and completeness of recordsAssist with client onboarding, account updates, and service requestsCoordinate electronic document processing, including e‐signatures and compliance documentationSupport advisors and operations with scheduling, Zoom meetings, and client follow‐upsCollaborate with internal team members to update and process client account changesHandle client inquiries and concerns with professionalism, initiative, and discretionMaintain strict confidentiality and adhere to compliance requirements, including fingerprinting, attestations, and training participationQualifications & SkillsPrevious experience in client service, administrative support, or account managementExperience in wealth management, financial services, or private client environments strongly preferredProficiency with CRM systems; Redtail CRM experience highly desirableStrong organizational and time‐management skills with the ability to prioritize effectivelyExcellent verbal and written communication skills with a strong customer‐service mindsetHigh level of professionalism, discretion, and attention to detailAbility to work independently while collaborating in a team‐oriented office environmentFamiliarity with financial industry compliance standards is a plus