Careers at Masis Staffing Solutions

Senior Client Service Associate

September 25, 2025
Direct Hire

Accounting / Finance

Direct Hire
CA
San Francisco

Job ID:68048

Senior Client Service Associate

San Francisco, CA

Our client is a growing wealth advisory firm focused on servicing individuals, families, and institutional clients. As a Senior Client Service Associate, you will work daily with clients, advisors, and service providers to ensure needs are met for all parties.

Senior Client Service Associate Responsibilities:

Participating in all aspects of client setup including new client onboarding (opening accounts, transferring assets, setting up clients on internal systems)
All ongoing maintenance of client accounts including facilitating paperwork and cashiering transactions with custodial accounts and private investments
Collaborating with advisors to ensure client data is complete and accurate
Employing a proactive mindset when assisting clients and advisors troubleshooting various operational issues and finding solutions in unique situations
Responding to advisor and client requests in a timely manner and following up as needed

Senior Client Service Associate Requirements:

Bachelor’s degree or equivalent
Minimum of 3 years of financial services experience
Advanced Microsoft Office skills with an emphasis on Excel
Experience working with multiple custodians (Schwab and Fidelity a plus) and private investments
Experience with performance reporting systems (Addepar) and CRM (Salesforce) a plus

Senior Client Service Associate Compensation:

Competitive base salary and bonus
Full individual healthcare and dental coverage
Hybrid work schedule (3 days in the office)
15 days paid time off (increases with tenure); 10 firm holidays
Participation in company’s 401(k) after 1 year of service with generous firm contributions (3-5% of compensation)

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