Client Service Associate

Lafayette, California
Competitive base salary, plus individual incentive bonus and company incentive bonus
Aug 30, 2022
Sep 29, 2022
Employment Type
Full Time

Client Service Associate

Status: Full-time

Start Date: September 2022


We are currently seeking to add another exceptional employee to our East Bay team.

We believe that the ability to deliver exceptional service is based heavily upon attitude.  As a result, we seek to hire professionals with a positive attitude and an outstanding track record in client service. 

What We Are Offering:

  • A rewarding and personally fulfilling career with a work-life balance
  • An opportunity to learn, expand responsibilities, develop professionally, and advance in your career path
  • A chance to roll up your sleeves and start working with real live clients and collaborate with all members of our professional team on a variety of tasks

What You Will Get to Do:

  • Learn, grow and advance
  • Build expertise in all aspects of financial planning including investments, income tax, retirement, social security, insurance, and estate planning
  • Interact with clients, respond to client questions, troubleshoot problems, and deliver exceptional service
  • Schedule and support client meetings, prepare materials and follow up with clients to ensure tasks are completed
  • Engage with new clients, onboard new accounts, execute asset transfers and monitor client progress toward their financial goals
  • Learn investment software programs Participate in the investment portfolio management process from research to implementation

What You Bring to the Job:

The Client Service Associate position typically requires the following qualifications:

  • Client first attitude
  • Desire to help clients reach their financial goals
  • Excellent written and verbal communication skills
  • Must be organized, meticulous, and detail-oriented
  • Ability to work successfully in a small company environment
  • Proficiency in Word, Excel, PowerPoint and Outlook
  • Interest in pursuing the CFP designation
  • Experience in either customer service or the financial services industry is a plus

Salary and Benefits Package

  • Compensation consists of a competitive base salary, plus individual incentive bonus and company incentive bonus
  • Full health insurance coverage for employee
  • Immediate participation in our 401(k) plan with dollar-for-dollar employer matching up to 4% of compensation
  • Paid CFP certification dues and FPA membership
  • Financial support for professional certification, continuing education requirements, and conferences
  • Concentric appreciates the value of a balanced life


Qualified applicants should submit a cover letter and their resume to Concentric Wealth Management at

Concentric Wealth Management is an Equal Opportunity Employer

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