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Client Service Associate or Senior CSA

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Mill Valley

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Category:

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Contract Type:
Not provided

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Salary:

80000.00 - 150000.00 USD / Year

Job Description:

Our client is a boutique wealth management firm known for white-glove service and trusted guidance to ultra-high-net-worth families and private foundations. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience. This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a high-caliber client base. You’ll work closely with advisors and internal partners in an environment that values quality, accountability, and balance.

Job Responsibility:

  • Act as a primary contact for client service requests
  • Manage account onboarding, money movement, and account maintenance
  • Coordinate client meetings, materials, and follow-ups
  • Maintain accurate client records, CRM updates, and documentation
  • Work with custodians to process paperwork and resolve issues
  • Monitor daily transactions and workflows for accuracy
  • Support compliance processes and record retention

Requirements:

  • 3–7+ years of client service or operations experience in wealth management ideally with UHNW clients
  • Experience with custodial platforms such as Schwab Advisor Center (preferred)
  • Familiarity with CRM or reporting systems like Black Diamond (preferred)
  • Strong attention to detail and organization
  • Clear, professional communication skills
  • High integrity and a client-first mindset
What we offer:
  • Bonus
  • 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:
January 24, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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