CrawlJobs Logo
Robert Half Logo Robert Half · Banking

Client Associate

United States, Foster City 80000.00 - 100000.00 USD / Year · Job Posted June 01, 2026
Apply Position
Job Link Share

Job Description

A premier private wealth platform managing $70B+ in client assets is looking for a Client Associate / Sr. Client Associate to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships. This is not a transactional service role—it's a seat at the table. You'll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management.

Job Responsibility

  • Become a trusted partner to Wealth Advisors and clients
  • Help drive a world-class client experience
  • Gain hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management

Requirements

  • 0–3+ years of financial services, client service, or wealth management experience
  • Strong communication skills and polished client presence
  • Highly organized, proactive, and thrives in a fast-paced environment
  • SIE / Series 7 / 66 preferred (or willingness to obtain)
  • Experience with Salesforce, eMoney, DocuSign, Fidelity/Schwab, or CRM systems is a plus

Nice to have

  • SIE / Series 7 / 66 (or willingness to obtain)
  • Experience with Salesforce, eMoney, DocuSign, Fidelity/Schwab, or CRM systems

What we offer

  • Bonus
  • Exceptional Benefits
  • 15% 401(k) contribution on TOTAL compensation (not a match)
Robert Half - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Client Associate

8 matching positions

Private Client Associate Solicitor

An esteemed South Manchester law firm, recognized in both the Legal 500 and Cham...
Location
Location
United Kingdom , Stockport
Salary
Salary:
45000.00 - 58000.00 GBP / Year
https://www.douglas-scott.co.uk Logo
Douglas Scott
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Qualified Solicitor with 3–6 years PQE in private client law
  • Demonstrated expertise in handling HNW or complex estates and trust work
  • Proactive team player with a commitment to delivering high-quality client service and fostering collaborative relationships
Job Responsibility
Job Responsibility
  • Manage a diverse caseload encompassing wills, trusts, probate, and Court of Protection matters
  • Provide expert legal advice on complex and high-value estates, ensuring meticulous attention to detail and adherence to best practices
  • Collaborate with colleagues to deliver exceptional client service, maintaining the firm's reputation for excellence in private client law
What we offer
What we offer
  • 28 days annual leave (plus bank holidays)
  • pension scheme
  • access to professional development resources
Read More
Arrow Right

Boutique Private Client Associate

The firm counsels ultra-high net worth clients in complex and high-stakes disput...
Location
Location
United States , New York City
Salary
Salary:
175000.00 - 215000.00 USD / Year
mlordco.com Logo
Lord Gurman & Lewis
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • About one to four years of experience in estate planning, real estate, or corporate law
  • BigLaw or equivalent background
  • Strong academic credentials
  • New York bar admission
Job Responsibility
Job Responsibility
  • Review and preparation of legal documents including wills, trusts, LLC agreements, powers of attorney, and healthcare directives
  • Drafting prenuptial and postnuptial agreements and out-of-court settlement agreements
  • Estate and trust administration matters
  • Legal research on related private client issues
What we offer
What we offer
  • Discretionary bonus
  • Collegial atmosphere with many former BigLaw attorneys
  • Sophisticated clientele and complex, high-stakes matters
  • Fulltime
Read More
Arrow Right

Summer Associate, Client Service

Looking for an internship with commercial frontline responsibility and the oppor...
Location
Location
United States , New York
Salary
Salary:
Not provided
alphasights.com Logo
AlphaSights
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Undergraduate Junior (Class of 2027)
  • Track record of strong academic performance (minimum GPA of 3.3)
  • Extracurricular achievement throughout school and university
  • Internship experience evidencing an interest in business is a plus
  • Outstanding communication skills
  • Fluent English and Portuguese are required
  • Work authorization in the United States
  • We don’t sponsor visas but will consider applicants with STEM/OPT eligibility
Job Responsibility
Job Responsibility
  • Recruiting experts: you will spend a significant part of your day speaking on the phone with experts who are uniquely relevant matches for your clients’ projects, often under tight deadlines
  • Understanding the project and market context and the legal and regulatory environment in which your clients and experts operate
  • Taking ownership of every aspect of your projects, from initiating and managing client-expert communications to meticulously scheduling calls to ensure seamless collaboration between them
What we offer
What we offer
  • Opportunity to receive a full-time employment offer to return post-graduation
  • A unique training curriculum and intense on-the-job coaching, helping you develop highly transferable commercial and managerial skills
  • An inspiring, high-energy, merit-based environment with ambitious peers
  • Prime midtown office with state-of-the-art amenities
  • option to WFH each Friday
  • Fulltime
Read More
Arrow Right

Associate Client Success Partner

We are looking for an Associate Client Success Partner to develop and nurture me...
Location
Location
United States , Raleigh
Salary
Salary:
45000.00 - 63000.00 USD / Year
mytennislessons.com Logo
MyTennisLessons
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1+ years of restaurant experience is highly preferred
  • 6+ months of experience in restaurant implementation or support preferred
  • General knowledge of restaurant operations
  • 3+ years of experience working in a Customer Service Support
  • SpotOn Restaurant POS experience is a huge plus
Job Responsibility
Job Responsibility
  • Path of escalation for Grade B accounts using collaboration, coordination, and facilitation of other teams to ensure permanent and acceptable resolution is delivered
  • Develop and implement strategies to generate referrals from satisfied clients
  • Identify opportunities to upsell additional products or services to existing clients based on their needs and preferences
  • Provide exceptional customer service throughout all interactions with clients leading with empathy and a customer-first approach
  • Collaborate cross-functionally with other teams to diagnose and troubleshoot complex issues, ensuring swift and effective resolutions
  • Communicate technical concepts and solutions to non-technical users, building their understanding and confidence in the system
What we offer
What we offer
  • Medical, Dental and Vision Insurance
  • 401k with company match
  • RSUs
  • Paid vacation, 10 company holidays, sick time, and volunteer time off
  • Employee Resource Groups to build community and inclusion at work
  • Monthly cell phone and internet stipend
  • Tuition reimbursement for up to $2,000 per calendar year to assist with your professional development
  • Fulltime
Read More
Arrow Right

Private Client Associate

Are you a skilled Private Client Associate seeking an exciting opportunity to jo...
Location
Location
United Kingdom , East Sussex
Salary
Salary:
70000.00 GBP / Year
https://www.douglas-scott.co.uk Logo
Douglas Scott
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Prior experience in Private Client work, encompassing Will drafting, estate administration, Trusts, and Court of Protection work
  • Proven time management skills and an understanding of the importance of client care
  • Ability to collaborate effectively within a team and provide support to junior members
  • Comprehensive understanding of the firm's strategy and vision
  • Keen awareness of the legal market to drive informed decision-making
Job Responsibility
Job Responsibility
  • Manage your own caseload
  • Contribute to the wider department's success
  • Uphold commitment to exceptional client care
  • Take on a diverse range of responsibilities within the Private Client Group
  • Manage your own financial targets, including fees and contributions
  • Lead marketing and business development efforts
What we offer
What we offer
  • bonus
  • hybrid working
  • career progression
  • Fulltime
Read More
Arrow Right

Private Client Senior Associate

An exciting role in a Legal 500 firm for a Senior Associate Solicitor in the Pri...
Location
Location
United Kingdom , Reading
Salary
Salary:
65000.00 - 75000.00 GBP / Year
https://www.douglas-scott.co.uk Logo
Douglas Scott
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience as a Senior Associate Solicitor
  • Ability to manage a varied private client caseload
  • Skills in supporting and supervising junior team members
  • Proficiency in business development and networking
Job Responsibility
Job Responsibility
  • Managing a varied private client caseload
  • Supporting and supervising junior team members
  • Business development and networking
What we offer
What we offer
  • Hybrid working
  • Competitive salary
  • Bonus
  • Career progression
  • Fulltime
Read More
Arrow Right

Client Services Associate

The Client Service Associate (CSA) role is part of the team that is responsible ...
Location
Location
Australia , Sydney
Salary
Salary:
Not provided
loricapartners.com.au Logo
Lorica Partners
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Loves building trusted relationships with clients
  • Communicates clearly and confidently, both written and verbal
  • Is organised, detail-oriented, and takes pride in doing things properly
  • Has positive energy and keeps things moving without needing a push
  • Experience in financial services or client support is a bonus, but not essential — mindset and capability matter more.
Job Responsibility
Job Responsibility
  • Providing a broad range of high-quality services to existing and prospective clients
Read More
Arrow Right

Client Support Associate

As a Client Support Associate, your mission is to serve as the voice of Pomelo C...
Location
Location
United States
Salary
Salary:
70000.00 - 90000.00 USD / Year
pomelocare.com Logo
Pomelo Care
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of experience providing customer or client support, ideally within a high-growth startup, healthcare, or technology environment
  • Proficiency with Zendesk (or a similar help desk platform) for ticket management, macro creation, and reporting
  • A proven track record of maintaining high customer satisfaction (CSAT/NPS) scores and managing a fast-paced queue
  • Exceptional written and verbal communication skills with a meticulous attention to detail
  • An independent and critical thinker who is comfortable operating in an environment where processes are constantly being optimized and defined
  • Proficiency in leveraging data (e.g., ticket volume, resolution time) to drive process improvements
Job Responsibility
Job Responsibility
  • Deliver high-quality support: Provide empathetic, timely, and resolutions-focused client support to our clients across all communication channels (email, chat, phone)
  • Timely situation resolution: Troubleshoot complex client issues through both independent and cross-functional problem-solving to deliver high-quality responses within a timely manner
  • Template and documentation development: Create, refine, and maintain a library of support templates, internal knowledge base articles, and client-facing FAQs to improve response time and streamline knowledge dissemination
  • Scaling support operations: Proactively identify, standardize, and automate support processes to drive efficiency and deliver great client outcomes at scale
  • Leverage technology to drive efficiency: Use platforms, like Zendesk, to manage the ticket lifecycle from intake to resolution, ensuring accurate logging and reporting of all client interactions
  • Collaboration: Work closely with Operations and Clinical teams to communicate client feedback, reproduce bugs, and advocate for user needs
What we offer
What we offer
  • Competitive healthcare benefits
  • Generous equity compensation
  • Unlimited vacation
  • Membership in the First Round Network (a curated and confidential community with events, guides, thousands of Q&A questions, and opportunities for 1-1 mentorship)
Read More
Arrow Right