NorthRock Partners
Senior Client Service Associate
NorthRock Partners, San Francisco, California, United States, 94199
Senior Client Service Associate
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Senior Client Service Associate
role at
NorthRock Partners
You are passionate about delivering exceptional client experiences and thrive in a collaborative, fast‑paced environment. You’re detail‑oriented, adaptable, and motivated by continuous improvement. You bring a client‑first mindset and the ability to manage multiple priorities with precision and professionalism.
The Role The Senior Client Service Associate plays a key role in delivering the Personal Office® experience to NorthRock Partners’ clients and their family members. This role directly supports Advisors and collaborates with other Client Service Associates to ensure seamless execution of financial and lifestyle service requests. The Senior Associate contributes to an environment that promotes operational efficiency, innovation, and high‑touch client service.
What You’ll Do
Partner with team members and advisors to deliver client‑ready meeting prep and follow‑up materials, including serving as Client Relationship Manager for select clients
Collect data and documents for assigned clients, interpret client documents, and maintain up‑to‑date and accurate information in the CRM
Represent NorthRock and advisor practices by partnering with internal and external business partners to complete tasks and enhance the client experience
Collaborate with other Client Service Associates to design and implement improved processes and operational policies
Develop processes to exceed client service standards
Participate in client calls and meetings
Assist in executing special client requests and projects across the advisor team
Work directly with clients’ other professional partners to facilitate or resolve client requests
What You Bring
Bachelor’s degree from an accredited college or university
3+ years of industry‑specific experience and at least 1 year in a client service role
Proven ability to manage multiple priorities, meet deadlines, and handle competing demands
Experience with CRM databases such as Salesforce
Professional and timely communication skills across multiple platforms including in‑person, phone, and email
Strong proficiency in Microsoft Office and Apple iOS mobile technology; highly tech‑savvy
Service acumen across financial planning, insurance, tax services, estate planning, executive compensation, cash flow management, or accounting
Salary: $97,000 – $125,000 per year. Base salaries are determined based on job‑related knowledge, skills, experience, and geographical work location. Many roles are also eligible for variable pay such as bonuses, commissions, and/or long‑term incentives.
Benefits: company‑funded ESOP, strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous Paid Time Off (PTO).
About NorthRock Partners At NorthRock Partners, we help people reach their potential through impactful advice. Our Personal Office® model integrates financial and lifestyle guidance tailored to each client’s unique goals.
We’re proud to be an equal opportunity employer and are committed to providing reasonable accommodation during the application process. Contact PeopleTeam@NorthRockPartners.com for assistance.
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Senior Client Service Associate
role at
NorthRock Partners
You are passionate about delivering exceptional client experiences and thrive in a collaborative, fast‑paced environment. You’re detail‑oriented, adaptable, and motivated by continuous improvement. You bring a client‑first mindset and the ability to manage multiple priorities with precision and professionalism.
The Role The Senior Client Service Associate plays a key role in delivering the Personal Office® experience to NorthRock Partners’ clients and their family members. This role directly supports Advisors and collaborates with other Client Service Associates to ensure seamless execution of financial and lifestyle service requests. The Senior Associate contributes to an environment that promotes operational efficiency, innovation, and high‑touch client service.
What You’ll Do
Partner with team members and advisors to deliver client‑ready meeting prep and follow‑up materials, including serving as Client Relationship Manager for select clients
Collect data and documents for assigned clients, interpret client documents, and maintain up‑to‑date and accurate information in the CRM
Represent NorthRock and advisor practices by partnering with internal and external business partners to complete tasks and enhance the client experience
Collaborate with other Client Service Associates to design and implement improved processes and operational policies
Develop processes to exceed client service standards
Participate in client calls and meetings
Assist in executing special client requests and projects across the advisor team
Work directly with clients’ other professional partners to facilitate or resolve client requests
What You Bring
Bachelor’s degree from an accredited college or university
3+ years of industry‑specific experience and at least 1 year in a client service role
Proven ability to manage multiple priorities, meet deadlines, and handle competing demands
Experience with CRM databases such as Salesforce
Professional and timely communication skills across multiple platforms including in‑person, phone, and email
Strong proficiency in Microsoft Office and Apple iOS mobile technology; highly tech‑savvy
Service acumen across financial planning, insurance, tax services, estate planning, executive compensation, cash flow management, or accounting
Salary: $97,000 – $125,000 per year. Base salaries are determined based on job‑related knowledge, skills, experience, and geographical work location. Many roles are also eligible for variable pay such as bonuses, commissions, and/or long‑term incentives.
Benefits: company‑funded ESOP, strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous Paid Time Off (PTO).
About NorthRock Partners At NorthRock Partners, we help people reach their potential through impactful advice. Our Personal Office® model integrates financial and lifestyle guidance tailored to each client’s unique goals.
We’re proud to be an equal opportunity employer and are committed to providing reasonable accommodation during the application process. Contact PeopleTeam@NorthRockPartners.com for assistance.
#J-18808-Ljbffr