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Financial Services Accounting & Finance

Wealth Client Services & Onboarding Specialist

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: Aprio
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Services, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 80000 - 110000 USD Yearly USD 80000.00 110000.00 YEAR
Job Description & How to Apply Below
A leading CPA and advisory firm is seeking a Wealth Client Service Associate in Walnut Creek, California. The role focuses on enhancing the client experience by providing operational and administrative support to Financial Advisors. Ideal candidates will have over 5 years of related experience, strong organizational and communication skills, and proficiency in tools like Salesforce and Excel.

This role offers a competitive salary range of $80,000 to $110,000 per year, as well as robust benefits and a flexible working environment.
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