Description
Soteris Private Wealth is hiring a full-time, in-person Wealth Management Client Service Associate in Walnut Creek, California to provide client service and operational support for a boutique advisory team serving high-net-worth families. The role focuses on account maintenance, new account openings, money movement, custodial paperwork, CRM/document management, advisor support, and coordination across clients, custodians, and internal teams. Candidates should bring 3-5+ years of experience in client service or wealth management operations, strong communication and organizational skills, attention to detail, and proficiency with Microsoft Office; a bachelor’s degree is preferred and prior experience in RIA, broker-dealer, or private wealth settings is a plus.
