Client Service Associate – Wealth Management, Robert Half

Robert Half

Location:
United States, Walnut Creek

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

A boutique wealth management firm located in the heart of Walnut Creek, CA, is seeking a dedicated and personable Client Service Associate to join its growing team. This firm is known for delivering highly personalized financial advice to a select group of clients, with a strong emphasis on relationship-building, integrity, and long-term success. With over 15 years of experience in the advisory space, the team is people-first, client-focused, and driven by referrals and reputation.

Job Responsibility:

Assist clients with beneficiary updates, wire transfers, and rollover requests
Respond promptly to client inquiries and provide support across a range of financial services
Facilitate smooth onboarding for new clients and maintain strong, ongoing relationships with existing ones
Prepare and process client transactions, including deposits, withdrawals, and account updates
Collaborate with financial advisors to ensure client needs are met and aligned with their financial plans
Maintain accurate and up-to-date client records in the firm’s CRM system (Salesforce)
Follow up on pending client requests and ensure timely resolution
Uphold confidentiality and security of client information
Provide administrative support, including preparing reports, presentations, and client-facing materials

Requirements:

Bachelor’s degree required
2+ years of experience in client service, preferably within wealth management or financial services
Familiarity with broker-dealer platforms
experience with LPL is strongly preferred
Strong communication skills and a professional demeanor
Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred)
Highly organized with strong attention to detail
Ability to multitask, prioritize, and manage client needs efficiently
Commitment to punctuality, reliability, and client-first service

Nice to have:

Experience in a financial or wealth management firm
Knowledge of financial products and services
FINRA Series 7 and 66 licenses preferred but not required
Bilingual abilities are a plus

What we offer:

Be part of a close-knit, collaborative team that values personal and professional growth
Work in a firm that prioritizes people, relationships, and long-term success
Enjoy a dynamic role with variety, responsibility, and the opportunity to make a meaningful impact
Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
August 19, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Client Service Associate – Wealth Management