Client Service Associate/Marketing Specialist

Client Service Associates – Crumley & Associates, Private Wealth Advisory Practice of Ameriprise Financial

 Fair Oaks, CA | In-Office Role

Crumley & Associates, a respected Private Wealth Advisory Practice of Ameriprise Financial, is seeking a detail-oriented Client Service Associate to join our collaborative and client-focused team. This unique role combines marketing leadership with client service responsibilities, offering an opportunity to directly impact both practice growth and the client experience.

Key Responsibilities

Client Service

• Serve as the first point of contact by answering incoming calls and providing front desk coverage.
• Support client service needs and administrative tasks.
• Assist with scheduling when needed (not a primary responsibility, as most scheduling is pre-managed).
• Ensure a warm, professional client experience at all touchpoints.

Marketing

• Develop and manage the practice’s annual marketing calendar.
• Plan and track marketing initiatives, including budgeting and reporting.
• Partner with Practice Source (our external marketing partner) on online marketing, website updates, and marketing-on-demand campaigns.
• Drive marketing strategies to strengthen client engagement and community presence.

Ideal Candidate

• Previous client service or administrative experience a plus.
• Brings prior marketing experience and enthusiasm for growing this function within a wealth management practice.
• Possesses excellent organizational skills and attention to detail.
• Demonstrates strong communication skills, both written and verbal.
• Balances multiple priorities while maintaining professionalism.

Compensation & Benefits

• $50,000 – $60,000, competitive compensation, commensurate with experience.
• Full-time, non-exempt position.
• Benefits include (eligible after 3 months):
• 2 weeks of paid vacation + 1-week paid Christmas break
• 9.5 paid holidays
• Sick leave accrual
• Participation in Variable Compensation Bonus Plan
• 401(k) with 3% company match and discretionary contributions
• Medical, dental, and vision insurance (employee premiums 100% covered)
• Family coverage available at employee’s expense
• Office hours: Monday–Friday, 8:30 a.m. – 5 p.m. PT
• Paid “Rest & Reflection” holiday closure between Christmas and New Year’s

Why Join Us?

At Crumley & Associates, we believe in long-term relationships—with our clients and our team. You’ll be joining a mission-driven practice that prioritizes trust, thoughtful planning, and a supportive work culture.

How to Apply
Interested candidates should submit their resume along with a cover letter detailing their qualifications, leadership experience, and interest in the role.

Equal Opportunity Employer
Crumley & Associates is an equal opportunity employer and welcomes applicants from all backgrounds.