Crescent Capital Planning Client Success Associate I/II San Jose, CA · Part time Company website

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Client Success Associate I/II

Part-time (15–25 hours/week) | San Jose, CA | In-Office (Regular)/Hybrid

Opportunity to transition to Full-time (32+ hours/week) within 9–12 months

About Us

Crescent Capital Planning is a growing, fee-based financial planning and investment advisory firm located in San Jose, CA. We specialize in working with healthcare professionals, tech professionals, municipal professionals, business owners, and multigenerational families to help them achieve clarity and confidence in their financial lives.

We take a planning-first approach, offering personalized strategies built on deep client relationships, rigorous attention to detail, and a long-term commitment to fiduciary care. As a boutique firm, we emphasize quality over quantity—serving a limited number of households with a high-touch, high-integrity service model.

Our culture is collaborative, detail-oriented, and mission-driven. We value clear communication, proactive thinking, and an exceptional client experience. As a team member, you’ll be empowered to grow professionally, make meaningful contributions, and play an active role in shaping the firm’s future as we continue to expand.

If you’re looking to join a firm where your work has a direct and lasting impact—and where professional development is genuinely supported—we’d love to hear from you. As we grow, we are looking for a highly organized and service-driven Client Success Associate I/II (CSA) to join our team and help elevate our operational excellence.

Position Summary

The CSA plays a mission-critical role in supporting daily operations and ensuring an exceptional client experience. This individual will be responsible for client onboarding, custodial paperwork, account maintenance, service request resolution, and CRM management. The ideal candidate thrives in a detail-oriented environment, communicates clearly and professionally, and enjoys working behind the scenes to keep the firm running smoothly.

This is a part-time position (15–25 hours per week) with the intention of transitioning to a full-time role (32+ hours) within 9–12 months, contingent upon business growth and performance.

Key Responsibilities

• Serve as the first point of contact for client administrative needs
• Prepare and process account applications, ACAT transfers, and money movement forms
• Coordinate e-signature workflows, document uploads, and custodian communications
• Maintain accurate CRM data and task tracking
• Assist in preparing meeting materials and tracking deliverables
• Monitor service requests and ensure timely follow-up and resolution
• Support the firm’s annual client service calendar and operational workflows
• Suggest and implement process improvements to enhance efficiency
• Support the advisor in client marketing campaigns and events coordination

Qualifications

Minimum Requirements:

• Associate’s degree OR at least 3 years of relevant experience in financial services, client service, or operations support
• Excellent verbal and written communication skills
• High attention to detail, reliability, and follow-through
• Experience with Microsoft Office; familiarity with CRMs and custodial platforms (e.g., Pershing, Schwab, Fidelity) is a plus
• Professional demeanor and discretion with confidential information
• Ability to thrive in a small-team, fast-paced, client-first environment
• This position is subject to a criminal background check and fingerprinting, as required by our regulatory obligations, following a conditional offer of employment
• This is an in-office/hybrid role based in San Jose, CA, and requires regular in-office presence.

Compensation & Benefits

• Base Hourly rate*: $23.71 to $33.42, based on experience and qualifications
• Annual performance incentive opportunity**: Up to 8% of yearly average pay. Eligible after one year of employment. Bonus payouts are made annually on March 15 for the prior calendar year
• Holiday bonus (discretionary)**:
• Up to $500 for part-time employees and $1,000 for full-time employees
• Eligibility begins after 6 months of continuous employment
• Pro-rated holiday bonus may apply if employment is less than 6 months by December 15
• Bilingual Incentive**: 2% of hourly pay, applied to base compensation. This is awarded separately and does not compound with performance-based bonuses.
• Annual Performance Review**: with Merit Increase Opportunity
• Future transition to Full-time employment (32+ hours/week) after 9–12 months, based on performance and firm growth
• Hybrid schedule with flexibility for remote work (Subject to change; initially Min of 3 days in office)
• In-house fitness center access
• PTO/Holiday Program**
• Professional development opportunities and a clear career path

*The target range for entry in a new position is between the minimum and midpoint of the range, depending on experience and qualifications.

**Part-time employees are eligible for paid time off, merit-based raises, and annual performance reviews.

~*We are not accepting recruiter outreach for this role. Thanks for understanding!*~

Please refer to the Crescent Capital Planning LLC Employee Handbook for additional details on compensation, bonus eligibility, and other employment policies.

Crescent Capital Planning LLC is an Equal Employment Opportunity employer. Employment is based upon personal capabilities and qualifications without discrimination based on race, creed, color, age, religion, national origin, gender, gender identity, sexual orientation, marital status, pregnancy, physical or mental disability, citizenship status, veteran status, military obligation, or any other characteristic protected by applicable federal, state, or local laws. This policy applies to all terms and conditions of employment.

We are committed to maintaining a work environment free from unlawful discrimination, harassment, and retaliation. Harassment of any kind, including sexual harassment, is strictly prohibited. Employees are encouraged to report any incidents of harassment or discrimination without fear of retaliation or retribution. Complaints will be investigated promptly, and appropriate corrective action will be taken in accordance with California law.

Employment with Crescent Capital Planning LLC is at-will. Either the employee or the company may terminate employment at any time, with or without cause or advance notice, subject to applicable laws.

Securities and Advisory services are offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC – CA Insurance Lic. #0I32305), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.