Client Service Associate - Wealth Management

Gould Asset Management is seeking an experienced professional to join our team as a Client Service Associate (CSA). This is initially a full-time, in-office position in Claremont, California; a hybrid schedule may become available as you demonstrate proficiency in the role.

As a CSA, you will handle a range of responsibilities spanning investment operations and client relationship management. You will make clients feel cared for, solve complex problems, serve as a key support to senior client service staff, and work closely with the portfolio management team. This is a client-facing role, so we are looking for someone who is highly personable and comfortable working with a wide variety of clients.

Gould is a close-knit, low-turnover firm where people build long careers. We manage over $1 billion for high-net-worth families and individuals, and we take a relationship-first approach to everything we do. If you are looking for a place where your work matters and your growth is supported, we would love to hear from you.

What You’ll Be Doing

Investment Operations

• Work with clients, advisors, and custodians to respond to service requests promptly and with minimal disruption to the client
• Prepare and process client account paperwork and track open items with the utmost attention to detail
• Facilitate transfers of funds and securities
• Research and resolve complex client account-related issues
• Maintain client records and document account activities in our CRM (Salesforce)
• Reconcile daily cash flows across client accounts
• Prepare regular firm-wide and client reports

Client Relationship Management

• Serve as a primary point of contact for clients and keep them informed on outstanding service requests
• Build trust and maintain professional rapport with clients via phone, email, and in-person meetings
• Coordinate with clients’ accountants and attorneys on tax and legal matters
• Manage inbound calls and emails from clients and custodians

Qualifications

• Bachelor’s degree required
• Experience working at a Registered Investment Advisor (RIA), broker-dealer, or custodian preferred; financial fluency is a plus
• High level of accuracy and attention to detail
• Excellent verbal and written communication skills, including professional email etiquette
• Efficient time management and ability to juggle competing priorities
• Comfort navigating custodian platforms, document management systems, and CRM tools; experience with Salesforce, DocuSign, and/or Tamarac is a plus—training provided
• Notary public a plus

Who You Are

• You have absolute integrity and deep respect for the confidentiality of client matters
• You are friendly, professional, and genuinely enjoy working with people
• You work independently, think critically, and take initiative without being asked
• You are curious and quick to pick up new tools and processes

Compensation & Benefits

Salary Range: $26–$32 per hour, commensurate with experience.

Benefits include health insurance, 401(k) with employer match, paid time off, and paid market holidays. This is initially a full-time, in-office position; a hybrid schedule may become available as you demonstrate proficiency in the role.

How to Apply

Interested candidates, please submit a resume and a personalized cover letter explaining why this position interests you and why you would be a good fit. Applications without both a resume and a cover letter will not be considered. When uploading your resume on ZipRecruiter, please combine your cover letter and resume into a single PDF.

We thank all applicants for their interest; however, only those being considered for an interview will be contacted. No phone calls, please.

About Gould Asset Management

Gould Asset Management is a fee-only registered investment adviser based in Claremont, California, managing over $1 billion in assets. We build individually customized portfolios of stocks, bonds, mutual funds, exchange-traded funds, and options for individuals and organizations. Our clients are primarily high-net-worth families and individuals nearing or in retirement, with portfolios typically ranging from approximately $1 million to over $20 million.

For more information, please visit gouldasset.com.