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Robert Half Logo Robert Half · Finance

Client Service Associate – Wealth Management

United States, San Carlos 75000.00 - 115000.00 USD / Year · Job Posted April 12, 2026
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Job Description

A growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment.

Job Responsibility

  • Support client onboarding, account opening, and ongoing account servicing
  • Prepare materials for client meetings and assist with follow-up tasks
  • Coordinate with custodians and client partners such as accountants and attorneys
  • Assist with financial planning support and client communications
  • Maintain accurate client records and manage workflows within CRM systems

Requirements

  • 1–5 years of experience within an RIA, brokerage, or family office
  • Experience with platforms such as Fidelity, Schwab, Orion, or Redtail is highly preferred
  • Strong organizational skills and attention to detail
  • Positive, proactive mindset with a desire to grow in wealth management

What we offer

  • discretionary bonus
  • medical, vision, dental, and life and disability insurance
  • company 401(k) plan
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