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Client Service Associate

Palo Alto, CA

About the Role

Global Advisers is seeking a Client Service Associate in Palo Alto, CA to support day-to-day client service, account administration, documentation, and follow-through while coordinating closely with advisors and custodians. The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.

Responsibilities

  • Respond to routine client-service requests and coordinate resolution of account issues.
  • Support account opening, maintenance, transfers, money movement, and document collection.
  • Prepare meeting materials and track post-meeting action items.
  • Maintain accurate CRM notes and service records.
  • Coordinate with custodians and internal teams to resolve operational exceptions.
  • Escalate sensitive, unusual, or higher-risk requests promptly.

Qualifications

  • Bachelor's degree or equivalent professional experience preferred.
  • One or more years of client service, financial services, banking, brokerage, or administrative experience preferred.
  • Strong communication, organization, and follow-through.
  • High attention to detail and comfort with process-driven work.
  • Ability to handle confidential client information appropriately.

Preferred Qualifications

  • Experience with Schwab Advisor Services, Interactive Brokers, CRM systems, or account-opening workflows.
  • Series 65 or interest in financial-services licensing.

Skills for This Role

Client Service, Account Opening, Account Transfers / TOAs, Service Request Resolution, CRM Management, Client Communications, Document Management

How We Evaluate Candidates

Global Advisers operates as a meritocracy. We evaluate candidates against the requirements of the role, demonstrated capability, judgment, initiative, professionalism, and the quality of their work.

Employment Notices

Equal Employment Opportunity

Global Advisers provides equal employment opportunity to qualified applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment decisions are based on merit, qualifications, performance, and legitimate business needs. Global Advisers does not tolerate unlawful discrimination, harassment, or retaliation.

Reasonable Accommodation

Global Advisers is committed to providing reasonable accommodation to qualified applicants with disabilities during the recruiting and application process. If you need an accommodation to apply for a role, contact careers@globaladvisers.com. Requests for accommodation are considered in accordance with applicable law.

Employment Information

Role requirements, compensation, benefits, work arrangements, licensing requirements, and employment eligibility are position-specific and subject to applicable law. Any background, credential, or licensing review is conducted only as appropriate for the role and in accordance with applicable federal, state, and local requirements.