Client Service Associate; Walnut Creek or Santa Rosa

We are seeking a highly motivated
Client Service Associate (CSA)to join our Elevation Wealth Partners team. The CSA plays a critical role in delivering a high-touch, personalized experience to our clients. You will support our advisors in managing client relationships, preparing financial materials, coordinating account activity, and ensuring clients receive timely, thoughtful service. The ideal candidate is detail oriented, responsive, and passionate about helping clients feel confident and supported in their financial lives.

• Serve as a primary point of contact for clients, providing responsive, thoughtful, and professional service across phone, email, and virtual interactions.
• Support advisors in preparing for client meetings, including gathering data, generating reports, and organizing planning materials.
• Assist clients with onboarding, including account setup, paperwork preparation, custodian coordination, and welcome communications.
• Process account maintenance requests such as deposits, withdrawals, money movement, performance reporting, and account updates.
• Maintain accurate and organized client records using CRM and portfolio management systems.
• Collaborate with advisors and operations leadership to improve workflows, enhance the client experience, and support firmwide initiatives.
• Assist with coordinating Client Appreciation events, surveys, and general client outreach.
• Respond to ad hoc requests from clients, CPAs, Estate Planning Attorneys and other third parties via phone, e-mail or in person. This requires an ability to interact with clients and third parties directly to support their varied needs.
• Assist the firm’s managing partner with scheduling meetings, project management, travel, projects and tasks as needed.
• Uphold Elevation’s fiduciary commitment by ensuring accuracy, confidentiality, and exceptional service in all client interactions.

• Bachelor’s degree required (Finance, Business, Economics, or related field a major plus).
• 1–3+ years of experience in financial services, wealth management, investment advisory, or a related client facing role.
• Series 65 a plus. Working towards the Certified Financial Planner professional designation desirable.
• Strong written and verbal communication skills.
• High attention to detail with excellent organizational and interpersonal abilities.
• Ability to thrive in a dynamic, fast paced environment.
• Be a problem solver that can figure things out of their own and take tasks and projects to completion.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Office 365).
• Experience with CRM such as Red Tail, Salesforce, etc.
• Experience with brokerage firms or broker/dealers such as Charles Schwab (Schwab Advisors Services), Fidelity Brokerage Services, Pershing / BNY, Raymond James operations and account servicing on their platforms.
• Experience with portfolio accounting software such as Envestnet Tamarac, Orion, Advyzon, etcetera a major plus.
• Electronic signing tools such as Docusign

• A collaborative team that values integrity, transparency, and long-term relationships.
• Work / life balance and flexible family-first work environment.
• Opportunities to grow professionally within a respected, established advisory firm.
• The chance to make a meaningful impact on clients’ financial lives and futures.

Elevation Wealth Partners is afiduciary, fee-only wealth management firm serving individuals, families, executives, business owners, and multigenerational households. EWP provides comprehensive wealth management, personalized investment strategies, tax preparation and planning, estate and trust guidance, and specialized support for clients navigating major life transitions. With more than
25 years in business, over $600M in assets managed, and a 99% client retention rate, we help clients make smart decisions about their wealth so they can support the people and causes that matter most.

You will be joining a team that is dedicated to helping our clients achieve their goals by providing exceptional investment management and wealth planning services. Putting our clients first guides our…