What are the responsibilities and job description for the Client Services Associate position at Stonebridge Financial Group?
About the Role
Stonebridge Financial Group manages over $1 billion in client assets and is growing fast. We're looking for a Client Service Associate to join our team — someone who takes pride in getting the details right, communicates clearly, and genuinely enjoys helping clients. This is a high-visibility role at a firm that invests in its people. If you're coming from banking, financial services, or a client-facing operations role and want to grow your career in wealth management, we'd like to talk.
What You'll Do
- Serve as the primary point of contact for client service requests via phone, email, and internal workflows
- Process money movement requests, account maintenance, and service transactions
- Coordinate scheduling, meeting prep, and follow-up communications across the advisory team
- Liaise with custodians (Schwab) and internal operations to move work forward
- Keep CRM records, task workflows, and client documentation accurate and current
- Collaborate day-to-day with advisors, financial planners, and investment personnel
What We're Looking For
- 2 years in a client-facing or operational role in financial services, banking, or administration
- Strong communicator who stays organized, follows through, and takes ownership
- Familiarity with custodial workflows, account servicing, or money movement (preferred)
- Ability to manage a busy workload with attention to detail and minimal oversight
- Experience with Wealthbox, Black Diamond, Schwab Advisor Center, Nitrogen, or RightCapital is a plus
Stonebridge Financial Group is a fee-based Registered Investment Advisor (RIA) based in San Rafael, CA, managing over $1 billion in client assets across corporate and private wealth management. Founded in 2009, we've built our reputation on one simple belief: the best financial outcomes come from truly knowing your clients.
We serve a diverse range of clients — from individuals and families navigating life transitions to companies planning for long-term success — and we bring the same level of care and precision to every relationship. Our team holds top-tier designations including CFP®, ChFC®, AIF, and CLU®, and we're known for a proactive, high-touch approach.
At Stonebridge, you won't get lost in a big box firm. You'll work alongside experienced, credentialed professionals in a collaborative, fast-moving environment where your contributions are seen and your growth is actively supported. We invest in our people the same way we invest for our clients — with intention, strategy, and a long-term view.
We serve a diverse range of clients — from individuals and families navigating life transitions to companies planning for long-term success — and we bring the same level of care and precision to every relationship. Our team holds top-tier designations including CFP®, ChFC®, AIF, and CLU®, and we're known for a proactive, high-touch approach.
At Stonebridge, you won't get lost in a big box firm. You'll work alongside experienced, credentialed professionals in a collaborative, fast-moving environment where your contributions are seen and your growth is actively supported. We invest in our people the same way we invest for our clients — with intention, strategy, and a long-term view.
Salary : $75,000 - $100,000