Client Experience Specialist Hybrid Role in Wealth Growth

Team Hewins is a fee-only Registered Investment Advisor. We seek a Client Service Specialist to ensure a seamless custodian experience in our Foster City office, with a hybrid schedule (3 days in office, 2 at home). You will support advisor teams, manage client requests, and liaise with custodians like Schwab to resolve issues promptly. The role requires caring about client outcomes, strong organizational skills, and solid communication.