OneMain Financial Jobs

Description

A growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients. This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships.

Key Responsibilities

Client Relationship Management

• Partner with financial advisors to support onboarding and integration of new client relationships

• Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items

• Maintain accurate client and prospect records across CRM and internal systems

• Serve as a trusted support partner during client meetings and relationship management activities

• Lead select client review meetings and assist with presenting financial planning updates

Financial Planning & Client Support

• Gather and organize client financial data to support comprehensive planning and investment strategy discussions

• Assist with preparation and implementation of financial plans

• Respond to client inquiries regarding accounts, transactions, and planning-related requests

• Support account opening, maintenance, and servicing across multiple custodial platforms

• Ensure all client interactions and activities are documented within CRM systems

Operations & Administration

• Manage day-to-day client service tasks and ensure a seamless client experience

• Support advisors with operational and administrative workflows tied to client servicing

• Assist with various team projects and internal initiatives as needed

Compliance & Risk Oversight

• Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards

• Monitor account activity and escalate potential compliance concerns when appropriate

• Maintain proper documentation and records for client interactions and transactions

Team Collaboration

• Work closely with advisors and internal stakeholders to support client strategies and investment implementation

• Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency

• Assist with special projects and initiatives that support the growth of the advisory practice

  Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent industry experience)

• 3–5+ years of experience within wealth management, financial advisory, brokerage, or investment operations

• Strong understanding of investment products, account structures, and regulatory frameworks

• Excellent interpersonal and client relationship skills

• Experience working with CRM systems, financial planning tools, and Microsoft Office

• Series 65 license (or equivalent) preferred or willingness to obtain

Core Competencies

• Strong client service orientation and relationship management mindset

• Exceptional organization and attention to detail

• Ability to manage multiple priorities in a fast-paced advisory environment

• Solid understanding of financial markets, investment strategies, and planning concepts

• Collaborative approach with the ability to work across teams

If you are interested in learning more about the firm and team, please send Jennifer Fukumae a message on LinkedIn to schedule a conversation.

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