Client Service Manager

Heffernan Insurance Brokers

Client Service Associate supporting Wealth Manager in delivering financial planning and investment management services. Preparing client materials and ensuring high-quality client experiences.

Posted 7/27/2026full-timeWalnut Creek • California • 🇺🇸 United StatesSeniorLead💰 $90,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and investment management, with strong analytical skills and proficiency in financial modeling and spreadsheets. Maintains effective communication and organizational abilities to enhance client service and support wealth management processes.

Highest-signal resume keywords

Financial PlanningInvestment ManagementCFP CertificationSeries 7 LicenseAnalytical Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ModelingPortfolio ReviewClient RecommendationsWritten Plan SummariesAttention to Detail

Soft Skills

Excellent CommunicationHighly OrganizedProactive MindsetRelationship ManagementProblem-Solving

Tools & Technologies

MS OfficeExcelPowerPointOutlookWord

Certifications & Qualifications

CFP CertificationSeries 7 LicenseSeries 65 LicenseSeries 66 License

Industry Keywords

Wealth ManagementFinancial PlanningParaplanningClient ServiceFinancial Analysis

About the role

Key responsibilities & impact

The Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and investment management services to clients.
Helps prepare detailed financial plans, conduct portfolio reviews, and develop client meeting materials—ensuring a consistent, high-quality experience for every client household served.
Review client files, recent activities, and relevant updates before meetings.
Assist in creating client recommendations and written plan summaries for advisor review.

Requirements

What you’ll need

Education – High School diploma or GED required. Bachelor’s degree in Finance, Accounting, Economics, or related field preferred.
CFP certification preferred, or willingness to pursue certification.
Series 7 and 65 (or 66) licenses preferred, or willingness to obtain within the first year of employment.
0-2 years of experience in a financial planning or paraplanning capacity desired (internship experience welcome).
Strong analytical and problem-solving skills, with keen attention to detail.
Excellent communication skills required, both verbal and written.
Highly organized and able to manage competing priorities and deadlines.
Comfortable working with financial modeling, spreadsheets, and in a technology-driven environment.
Must establish and maintain effective relationships with colleagues, customers, and business partners.
Must have a proactive mindset, consistently looking for ways to improve internal processes and elevate the service experience for clients.
Proficient in MS Office – namely Outlook, Word, Excel, and PowerPoint.
Professional demeanor and behavior are required, as referenced in the Heffernan core values (Habits).

Benefits

Comp & perks

At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique.
Comprehensive benefits package designed to promote well-being, growth, and long-term success.
Eligible to participate in an annual bonus program.