Client Service Specialist - At Thriving Asset Management In Palo Alto, Ca

Client Service Specialist 5+ years of experience (licensed preferred but not required) Non -Sale and reports to and works with the CEO and Founder of Thriving Asset Management

• Ongoing client servicing and relationship support
• Handling account maintenance, transfers, paperwork
• Responding to client inquiries
• Supporting the lead advisor
• Serves as a primary point of contact for client service needs
• Process account opening, transfers and maintenance
• Handle client inquiries requiring Series /63 licensing
• Supports advisor with client follow-up and documentation

This role is NOT

• A sales position
• A business development role
• An advisor-track position

• Active Series 7 and 63 licenses (preferred but not required)
• 5+ years of experience in a client service or operations role in financial services
• Strong attention to detail and client communication skills

• Competitive salary 85-95K based on experience (no commission-based pressure) including benefits (health and retirement)
• Stable, long-term career path in client service
• Collaborative team environment