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Client Associate

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Palo Alto

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

A growing and reputable wealth management firm is seeking a Client Associate to support advisory teams and deliver a high‑touch experience to high‑net‑worth clients. This role blends client service, operational support, relationship management, and light financial planning—perfect for someone who enjoys being client‑facing, detail‑oriented, and an integral part of a collaborative team.

Job Responsibility:

  • Serve as a main point of contact for client inquiries and service needs
  • Support onboarding, account opening, transfers, and maintenance
  • Assist with financial planning data gathering and meeting preparation
  • Attend client meetings and help prepare or present supporting materials
  • Manage life‑event updates and ensure accurate, up‑to‑date client information
  • Process cashiering requests (wires, journals, deposits, redemptions)
  • Handle subscription documents, cash management, and RMD support
  • Reconcile daily transactions and account activity for accuracy
  • Maintain compliant, organized client records and documentation
  • Prepare reports, presentations, and client correspondence
  • Support internal projects, marketing efforts, and client events
  • Provide general administrative support to the advisory team
  • Participate in compliance and continuing‑education activities

Requirements:

  • Bachelor’s degree in Finance, Business, or a related field (or equivalent experience)
  • 2+ years of experience in one or more of the following: Supporting high‑net‑worth clients at a CPA firm (tax experience a plus)
  • Serving as a Client Associate at an RIA, broker‑dealer, or major custodian (Schwab, Fidelity, etc.)
  • Solid understanding of investment products, account types, and basic regulatory requirements
  • Prior client service experience within financial services strongly preferred
  • Series 65 license (or willingness to obtain)
  • Series 7/66 also valued
  • Proficiency with CRM systems, Microsoft Office, and financial planning software (eMoney a plus)

Nice to have:

  • Tax experience
  • eMoney proficiency
  • Series 7/66 license
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
February 04, 2026

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