Client Services Associate at Wealth Management Firm

Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.
Client Service Associate| Wealth Management Firm| Walnut Creek| Hybrid; 2 days onsite
Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning.

You’ll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes.
Responsibilities

+ Prepare estate and trust summaries and review entity structures

+ Draft client-ready materials and handle internal requests

+ Track deliverables, manage workflows, and coordinate calendars

+ Serve as a point of contact for select inquiries

+ Conduct research and provide analytical support to the Tax and Estate Planning team

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Requirements

+ Bachelor’s degree in finance, accounting, economics...