Client Service Analyst, Private Wealth Management

Job overview

The Client Service Analyst role is onsite in San Francisco, CA. Compensation is not specified in the structured listing; the posting describes a starting base salary of approximately $80,000, depending on experience. The analyst supports advisors and senior client service professionals at an established San Francisco wealth management firm. The role provides operational and client-service support while building a foundation in private wealth management. Accurate onboarding, account activity, meeting preparation, recordkeeping, and follow-up help advisors serve high-net-worth clients and maintain reliable investment operations.

What you'll do

• Provide day-to-day operational support to advisors and client service professionals
• assist with onboarding, account opening, agreements, and investment policy statements
• support transfers, wires, checks, trades, and portfolio rebalancing under experienced team members’ direction
• prepare client meeting materials and track follow-ups
• maintain databases and records
• assist with portfolio, documentation, data quality, and process-improvement projects
• communicate with clients, custodians, vendors, and colleagues
• escalate sensitive or time-critical issues appropriately.

What we're looking for

Skills & competencies

client service analyst

private wealth management

san francisco ca

evolve talent partners

client onboarding

account operations

high-net-worth clients

investment operations

financial services

bachelor’s degree required

approximately $80k starting base

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and life insurance
• 401(k) plan.

Why this role

Early-career opportunity; relevant internships or experience are helpful but not required. A bachelor’s degree is required.

About the employer

Evolve Talent Partners is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.