Client Service Associate

Company Description

Vitucci Integrated Planning is a boutique wealth management practice that specializes in fee-based investment management, comprehensive tax advice, and tailored financial strategies to meet the unique needs of clients. With a strong emphasis on integrating tax planning and investing, the practice provides thoughtful solutions across eight core areas of wealth management. The team is committed to assisting pre-retirees, business owners, and executives in structuring their finances to minimize taxes, volatility, and risk. Located in Walnut Creek, CA, Vitucci Integrated Planning delivers personalized, effective guidance to help clients navigate their financial journeys with confidence.

Role Description

This is a full-time, on-site Client Service Associate role located in Walnut Creek, CA. The Client Service Associate will be responsible for providing exceptional client support, managing inquiries, and resolving client concerns. Key daily tasks include coordinating client communications, maintaining accurate records, supporting financial advisors, and assisting with administrative processes and service requests. The position requires a focus on delivering personalized customer service in a professional setting.

Qualifications

• Strong Client Services and Customer Service skills with a commitment to delivering exceptional customer experiences
• Experience in Customer Support and solid Communication skills to handle inquiries and client concerns effectively
• Basic understanding of Finance concepts, with the ability to assist in financial and administrative processes
• Proficiency in using financial planning software, client relationship management (CRM) systems, and standard office tools
• Excellent organizational skills and attention to detail
• A bachelor’s degree in finance, business administration, or a related field is preferred
• Prior experience in a financial services or wealth management environment is beneficial