Top 1409 Client advisor Jobs in Mill Valley, Ca

Client Service Associate - Associate Financial Advisor
Pollak & Pollak Wealth Management —Orinda, CA
- $65,000 - $100,000 a year
- 8 hour shift
- Office
- Administrative experience
- Bachelor's degree
- Profit sharing
- Paid training
Quick Apply
Client Advisor
CH Carolina Herrera —San Francisco, CA
- $20 - $24 an hour
- Full-time
- Spanish
- Merchandising
- Children
- Commuter assistance
- Health insurance
Quick Apply
Client Specialist
Robert W. Baird —Mill Valley, CA
- $27.70 - $41.70 an hour
- Microsoft Excel
- Mid-level
- Office
- Opportunities for advancement
Client Advisor, Cartelligent - Car Buying, Solved
Cartelligent —Sausalito, CA
- $100,000 - $200,000 a year
- Full-time
- Google Workspace
- Mid-level
- Bachelor's degree
- 401(k) matching
Quick Apply
Client Advisor, Part-Time - Union Square
Louis Vuitton —San Francisco, CA
- $23 - $29 an hour
- Part-time
- Fair chance
- Entry level
- Commercial
- Paid time off
- Employee discount
Client Advisor- San Francisco
Tiffany & Co. —San Francisco, CA
- $22.19 - $30.02 an hour
- Weekends as needed
- Microsoft Outlook
- Mid-level
- US work authorization
J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas)
JPMorganChase —San Francisco, CA
- $70,320 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Caregiver
CareLinx by Sharecare —San Francisco, CA
- Part-time
- Background check
- Writing skills
- English
Senior Private Banker
BMO Financial —San Francisco, CA
- $122,400 - $228,000 a year
- Part-time
- 7 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Automotive Sales Consultants
Volvo Cars Marin —San Rafael, CA
- $60,000 - $200,000 a year
- Full-time
- Background check
- Clean driving record
- Dealership
- Health insurance
- Dental insurance
Quick Apply
5d
Attorney | Estate Planning | Hybrid | 148933
Mission Recruiting —San Rafael, CA
- $130,000 - $160,000 a year
- Hybrid work
- Mid-level
- 3 years
- Organizational skills
- Commuter assistance
- Health savings account
Quick Apply
7d
Real Estate Development Manager
Rivercrest Partners —San Francisco Bay Area, CA
- $100,000 - $110,000 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Financial Advisor
New York Life/NYLIFE Securities, LLC —San Francisco, CA
- $68,640 - $120,555 a year
- Full-time
- Hybrid work
- Background check
- US work authorization
- Entry level
- Disability insurance
- Health insurance
Quick Apply
Entry Level - Wealth Management Associate
Equitable Advisors —San Francisco, CA
- $39,000 - $125,000 a year
- Full-time
- Sales
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Financial Services Professional
New York Life —San Francisco, CA
- $96,100 - $185,000 a year
- Full-time
- Background check
- Sales
- Customer service
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —San Francisco, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Client Services Officer - WMT (Wealth Management)
BANK OF MARIN —Novato, CA
- $30.61 - $41.31 an hour
- Full-time
- Sales
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Quick Apply
Licensed Real Estate Agent
Wealth Managers —California
- $66,183.88 - $115,231.00 a year
- Call employer
- Remote
- Mid-level
- Real Estate License
- Commercial
- Work from home
- Professional development assistance
Quick Apply
Tax Senior
Everforth —Larkspur, CA
- $90,000 - $125,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
12d
Financial Advisor
City National Bank —San Francisco, CA
- $95,000 a year
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance

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client advisor jobs near mill valley, ca

Client Service Associate - Associate Financial Advisor

Pollak & Pollak Wealth Management
Orinda, CA

Quick Apply

Job Details

Full-time
$65,000 - $100,000 a year

Benefits

Profit sharing
Paid training
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Teamwork
Phone communication
Administrative experience
Client database systems
Bachelor's degree
Attention to detail
Financial services
CRM system proficiency
Productivity software
Client email correspondence
Office experience

Full Job Description

Pollak & Pollak Wealth Management

Client Service Associate

Location: Orinda, CA (In-office)

Compensation: $65,000 – $100,000 DOE + Bonus Opportunities

About Us

Pollak & Pollak Wealth Management is an independent Ameriprise Financial advisory practice known for delivering a high-touch, comprehensive, and personalized client experience. We operate in a fast-paced, collaborative environment and are committed to helping our clients—and our team—thrive.

We are seeking a polished, proactive Client Service Associate who will play an instrumental role in elevating our client experience and supporting the operational heartbeat of the practice.

Position Summary

As a Client Service Associate, you will ensure the smooth, efficient, and compliant operation of our advisory practice. You’ll work closely with our advisors to support day-to-day business functions, manage client interactions, prepare documentation, and maintain key systems.

This role requires exceptional attention to detail, clear communication, professionalism, and a sincere commitment to client service. You’ll be the face of the practice for many clients—helping to strengthen relationships and deliver the exceptional experience that defines Pollak & Pollak.

Responsibilities will evolve as the practice grows, offering opportunities for increased responsibility and professional development.

What You’ll Do

Business Operations (50%)

Partner with Ameriprise home office to ensure accurate account setup and resolve issues promptly.
Provide clients with timely, accurate information related to account maintenance and service needs (within allowable guidelines).
Maintain client files and records in accordance with regulatory and firm retention policies.
Support advisors with administrative tasks and practice management initiatives.
Offer insights on optimizing key platforms (MOD, Go Social, Advisor website, etc.) to drive practice efficiency.

Client Care & Relationship Support (50%)

Maintain our client relationship management (CRM) system with accuracy and consistency.
Initiate scheduling calls to clients and prospects; manage calendars efficiently.
Draft client correspondence and handle client appreciation communications.
Prepare for and participate in client meetings as needed.
Execute client transaction requests under advisor direction.
Coordinate client events, appreciation activities, and educational seminars.
Serve as the first point of contact for inbound inquiries and new-client interest.

What Makes You a Great Fit

Exceptional organization and meticulous attention to detail
Professional, warm, and clear communication skills
Ability to prioritize and manage multiple tasks in a fast-paced environment
Polished phone presence and client-facing demeanor
Strong judgment and ability to follow compliance requirements
Positive attitude, team-oriented mindset, and eagerness to learn
Desire to contribute meaningfully to a growing advisory practice

Qualifications

Bachelor’s degree or equivalent professional experience
3+ years of office or administrative experience (financial services preferred)
Ability to obtain securities licensing (Series 7, Series 66) and state insurance

licenses—preferred if already completed

Proficiency with CRM systems and Microsoft Office

Compensation & Benefits

Salary: $65,000 – $100,000 DOE

Additional Compensation: Performance bonus, yearly bonus, profit-sharing opportunities

Benefits Include:

401(k) with firm match
Health, dental, and vision insurance
Life insurance
Paid time off & paid training
Parental leave
Professional development assistance & tuition reimbursement
Employee discounts
Retirement plan
Flexible schedule (within office hours)

Schedule:

Full-time, Monday–Friday
Standard 8-hour workday
No nights or weekends

Work Location: In-person at our Orinda, CA office (relocation required prior to start)

We’re Committed to Your Success

You’ll receive hands-on training, mentorship, and opportunities to grow your career in a

supportive environment. At Pollak & Pollak, we invest in people who invest in excellence.

Learn more about us: www.pollakandpollak.com

Keywords: Wealth Management, Paraplanner, Associate Financial Advisor, Series 7, SIE, Client Service

Job Type: Full-time

Pay: $65,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Flexible schedule
Health insurance
Paid time off
Parental leave
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in mill valley, ca

Client Service Associate - Associate Financial Advisor

Client Advisor

Client Specialist

Client Advisor, Cartelligent - Car Buying, Solved

Client Advisor, Part-Time - Union Square

Client Advisor- San Francisco

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas)

Caregiver

Senior Private Banker

Automotive Sales Consultants

Attorney | Estate Planning | Hybrid | 148933

Real Estate Development Manager

Financial Advisor

Entry Level - Wealth Management Associate

Financial Services Professional

Financial Advisor

Client Services Officer - WMT (Wealth Management)

Licensed Real Estate Agent

Tax Senior

Financial Advisor

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