Client Service Specialist

Job overview

The Client Service Specialist role is hybrid, based in Foster City, CA, with three days in the office and two days at home. Compensation is $83,000–$93,000 per year. The role supports Team Hewins’ client service work at an independent, employee-owned financial planning and investment management firm.

What you'll do

• Interface with clients as an extension of advisor teams
• coordinate with advisors and internal teams on open tasks and client needs
• process routine account maintenance and cashiering transactions
• prepare, deliver, and monitor custodial paperwork
• and liaise with custodians, primarily Schwab, escalating issues for resolution.

What we're looking for

Skills & competencies

client service specialist

foster city ca

hybrid

three days in office

two days at home

team hewins

financial planning

wealth management

client accounts

custodian liaison

$83,000–$93,000 per year

bachelor’s degree

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) with employer match
• health insurance options with employer contribution
• flexible paid time off
• educational reimbursement
• employee recognition and rewards platform
• health and wellness benefit
• early Friday office closure
• onsite gym.

Why this role

A bachelor’s degree is required; one to two years of relevant experience is preferred. Salesforce and Charles Schwab experience are a plus. The firm describes opportunities for professional growth and potential advancement to Principal for strong performers who embrace its values and culture.

About the employer

Team Hewins, LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.