NorthRock Partners · 3 hours ago
Senior Client Service Associate
Sacramento, CA
Full-time
Hybrid
Mid, Senior Level
$86K/yr - $119K/yr
3+ years expNorthRock Partners is a company that helps people reach their potential through impactful advice. They are seeking a proactive, client-centric professional to join their Client Experience team, responsible for delivering the Personal Office® experience to clients by supporting Advisors and coordinating complex financial and lifestyle service requests.
FinanceFinancial ServicesInsurance
Responsibilities
Partner with Advisors and team members to prepare client-ready meeting materials and follow-up deliverables
Serve as a Client Relationship Manager for select clients, ensuring seamless service execution
Collect, interpret, and manage client data and documentation while maintaining accurate CRM records
Collaborate with internal and external partners to deliver an exceptional client experience
Participate in client calls and meetings, supporting high-touch service delivery
Assist with special client projects and complex service requests across advisor teams
Develop and improve processes to exceed client service standards
Work closely with other Client Service Associates to design and implement operational improvements
Coordinate with clients’ preferred professional partners to facilitate and resolve requests
Qualification
Required
Bachelor's degree from an accredited college or university
3+ years of industry-specific experience
1+ years of client service experience
Experience in one or more of the following areas: Financial Planning, Insurance, Tax Services, Estate Planning, Executive Compensation, Cash Flow Management, or Accounting
Strong ability to manage multiple priorities, meet deadlines, and communicate professionally across platforms
High level of proficiency in Microsoft Office and Apple iOS; strong technical aptitude
Must be authorized to work in the United States
Successful completion of a credit and criminal background check is required
Preferred
Experience with CRM systems (e.g., Salesforce)
Benefits
Company-funded ESOP
Strong retirement plans
Tuition reimbursement
Comprehensive healthcare/dental/vision coverage
Generous Paid Time Off (PTO)
Company
NorthRock Partners
NorthRock Partners is a wealth advisory firm focused on providing comprehensive, integrated wealth management services.
51-200 employees
H1B Sponsorship
NorthRock Partners has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
Rob Nelson
CEO & Founder
Recent News
2025-07-15
Company data provided by crunchbase