Client Services Assistant

Acord & Fong Wealth Strategies is a financial planning firm serving clients across Northern California's Bay Area with over 90 years of collective experience among its planners. The team is dedicated to delivering clarity, simplifying complex financial situations, and offering tailored solutions to meet client needs. Guided by values of integrity, honesty, and outstanding customer service, the firm places a strong emphasis on building long-term relationships. Their process-driven approach ensures collaboration, innovation, and precision to facilitate optimal wealth growth, protection, and transfer. Acord & Fong is committed to helping clients achieve financial clarity, leverage advanced planning tools, and gain security for the future.

This is a full-time, on-site role located in San Ramon, CA, for a Client Services Assistant. The Client Services Assistant will support the team by providing exceptional client service, managing administrative tasks, coordinating schedules, and maintaining client accounts. The role also includes responding to client inquiries, ensuring satisfaction, and fostering strong client relationships by handling their service needs with efficiency and professionalism.

• Strong interpersonal skills with a focus on building and maintaining positive relationships
• Excellent verbal and written communication skills
• Proficiency in customer service and ensuring client satisfaction
• Experience in providing administrative assistance in a professional setting
• Detail-oriented and organized, with the ability to prioritize and manage multiple tasks effectively
• Proficiency with office software, including scheduling and client management tools
• Previous experience in a financial services environment is a plus