Client Service Specialist - AT Thriving Asset Management in Palo Alto, CA

Overview

Client Service Specialist (licensed – Non -Sale) reports to and works with the CEO of Thriving Asset Management

Responsibilities

• 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

Role clarification

This role is NOT

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

Qualifications

• Active Series 7 and 63 licenses
• 2+ years in a client service or operations role
• Strong attention to detail and client communication skills

Benefits

• Competitive salary (no commission-based pressure)
• Stable, long-term career path in client service
• Collaborative team environment