Client Service Associate (Operations & Alternative Investments)

Company: Claire Myers Consulting
Location: San Francisco
Posted on: February 21, 2026

Job Description:

Job Description Job Description Travel: 2 times per year Compensation: $105,000 – $120,000 base salary benefits About Our Client: Our client is a growing, high-touch wealth management firm that delivers a highly personalized experience to a sophisticated client base. They are in an exciting phase of growth and building the operational infrastructure to support that expansion. This hire will play a central role in keeping client service, investment operations, and alternative investment workflows running smoothly and accurately. The Opportunity: This is an ideal role for a detail-oriented, experienced wealth management professional who enjoys owning processes from start to finish. A significant portion of the position is focused on alternative investments , making it a strong fit for someone who thrives in complex, deadline-driven environments and takes pride in precision, follow-through, and accountability. You will be a key partner to advisors and clients, ensuring that accounts, reporting, and service workflows are executed at a high level. Key Responsibilities: Alternative Investment Operations: Coordinate subscriptions, funding, redemptions, and ongoing servicing Track capital calls, deadlines, and required documentation Support exchange fund activity (including 1031 and 351 transactions) Maintain internal tracking to ensure requests move forward efficiently Assist with K-1 distribution and related client communication Manage alternative investment inboxes and communication flow Keep reporting systems updated with investment status and commentary Custodian & Account Management: Open and maintain accounts across custodians (Schwab, Fidelity, etc.) Support householding and account maintenance Handle service requests, paperwork processing, and follow-ups Maintain current DocuSign templates and custodian forms Systems & Data Integrity: Maintain account and portfolio accuracy in Black Diamond Update benchmarks, fee schedules, naming conventions, and classifications Support integrations across CRM, eMoney, and Nitrogen Resolve duplicates, outdated records, and data inconsistencies Ensure systems are client-ready and operationally accurate Client Service & Ongoing Relationship Support: Conduct 30-day onboarding check-ins Coordinate annual client information reviews Assist clients with custodian portals and reporting access Maintain accurate beneficiary documentation Projects & Firmwide Support: Contribute to operational improvement initiatives Document processes and meeting notes within the CRM Provide administrative backup support when needed Maintain internal contact lists and communication tools Qualifications: 5–8 years of experience in wealth management operations or client service Strong familiarity with alternative investment workflows (preferred) Experience working with custodians and multiple advisory platforms High attention to detail and strong deadline management Ability to work independently and take ownership of processes Strong written and verbal communication skills Flexible and solutions-oriented in a fast-moving environment Why This Role: Opportunity to join a growing firm where your impact is visible and valued High level of ownership and autonomy Ability to help shape operational infrastructure and best practices Collaborative, client-first culture

Keywords: Claire Myers Consulting, Novato , Client Service Associate (Operations & Alternative Investments), Accounting, Auditing , San Francisco, California