Client Service Associate | Wealth Management Job at Robert Half (San Carlos)

Senior Client Service Associate | Wealth Management Firm

A growing, client-focused wealth advisory practice in the Bay Area is seeking a ...

Location

United States , Concord

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent industry experience)
3–5+ years of experience within wealth management, financial advisory, brokerage, or investment operations
Strong understanding of investment products, account structures, and regulatory frameworks
Excellent interpersonal and client relationship skills
Experience working with CRM systems, financial planning tools, and Microsoft Office
Series 65 license (or equivalent) preferred or willingness to obtain

Job Responsibility

Partner with financial advisors to support onboarding and integration of new client relationships
Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items
Maintain accurate client and prospect records across CRM and internal systems
Serve as a trusted support partner during client meetings and relationship management activities
Lead select client review meetings and assist with presenting financial planning updates
Gather and organize client financial data to support comprehensive planning and investment strategy discussions
Assist with preparation and implementation of financial plans
Respond to client inquiries regarding accounts, transactions, and planning-related requests
Support account opening, maintenance, and servicing across multiple custodial platforms
Ensure all client interactions and activities are documented within CRM systems

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan

Fulltime

Senior Client Service Associate — Wealth Management

We're recruiting on behalf of a well-established boutique RIA that is deliberate...

Location

United States , Woodland Hills

Salary:

85000.00 - 110000.00 USD / Year

Strategic Employment Partners

Expiration Date

Until further notice

Requirements

3+ years of Senior CSA experience
RIA or wealth management firm background
Direct HNW client interaction
Full ownership of account ops — openings, transfers, ACATs
Schwab Advisor Services experience (Tamarac a plus)
Experience mentoring or guiding junior staff
Series 65 preferred but not required
US Citizens and Permanent Residents are welcome to apply
Unable to provide sponsorship at this time

Job Responsibility

You'll be working directly with high-net-worth clients, owning account operations end-to-end, and mentoring junior associates as the team scales
The right person takes ownership, communicates proactively, and genuinely thrives in a senior client service role

What we offer

Discretionary bonus

Fulltime

Client Service Associate – Wealth Management

A growing boutique wealth management firm is looking to add a Client Service Ass...

Location

United States , San Carlos

Salary:

75000.00 - 115000.00 USD / Year

Robert Half

Expiration Date

Until further notice

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

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

What we offer

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

Fulltime

Client Service Associate – Wealth Management

Jennifer Fukumae with Robert Half's Financial Services Division is partnering wi...

Location

United States , San Carlos

Salary:

75000.00 - 115000.00 USD / Year

Robert Half

Expiration Date

Until further notice

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

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

What we offer

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

Fulltime

Wealth Client Service Associate

Work with a nationally ranked CPA and advisory firm that is passionate for what'...

Location

United States , Overland Park

Salary:

80000.00 - 110000.00 USD / Year

Aprio

Expiration Date

Until further notice

Requirements

5+ years of experience in similar role
Robust multi-tasking with ability to work with frequent interruptions required
Preferred experience with Salesforce, Orion, eMoney, HubSpot and Schwab
Advanced knowledge of Excel
Proficiency with Microsoft Office
Strong written and verbal communication skills

Job Responsibility

Collect appropriate documentation to support the new client onboarding and billing process and ongoing delivery of wealth management services
Initiate and maintain client access across all systems and educate clients on account services and capabilities
Ensure appropriate documentation for client files are kept in compliance
Leverage various communication channels to keep in touch with clients
Establish and maintain client data across various internal reporting and CRM systems
Review daily reports and alerts and process accordingly
Assist in the preparation of client reports and other materials for client meetings
Input tasks within appropriate systems and complete associated paperwork
Provide support for monthly billing preparation
pulling reports

What we offer

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Fulltime

Client Relationship Associate, Wealth Management

As an entry-level Customer Relationship Associate, you serve as the initial poin...

Location

United States , Boston

Salary:

70000.00 - 80000.00 USD / Year

Voya Financial

Expiration Date

Until further notice

Requirements

Bachelor's degree in finance or related business field is preferred and considered in lieu of experience
1-3 years of Financial services or related experience in lieu of Bachelor's degree
CRPC designation will be expected to be garnered within 12 – 24 months from start date
Strong commitment to the client relationship experience
Working knowledge of retirement and retirement income planning
Full adherence to FINRA/DOL fiduciary standards
Dedication to delivering an outstanding client experience
Willingness to share best practices
Strong work ethic
Combination of inbound and outbound calling experience

Job Responsibility

Handle retail client inbound call volumes and all associated client service requests (30+ inbound calls/day and support for all client service execution for the Investor Channel team)
Assist with account set-up, documentation and basic transactions
Support advisors with scheduling and follow-ups
Learn financial services basics and begin licensing preparation
Other duties as assigned

What we offer

Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
Paid volunteer time — 40 hours per calendar year

Fulltime

Client Associate / Sr. Client Associate

A premier private wealth platform managing $70B+ in client assets is looking for...

Location

United States , San Francisco

Salary:

80000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

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

Job Responsibility

Support an experienced Wealth Advisor team managing nearly $2B AUM
Drive a world-class client experience
Gain hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management

What we offer

15% 401(k) contribution on TOTAL compensation
Bonus
Benefits
Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
401(k) plan (for contract/temporary professionals)

Fulltime

Client Associate / Sr. Client Associate

A premier private wealth platform managing $70B+ in client assets is looking for...

Location

United States , San Jose

Salary:

80000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

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

Job Responsibility

Support a Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships
Gain exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management

What we offer

Base + Bonus
15% 401(k) contribution on TOTAL compensation
Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
Enrollment in company 401(k) plan (for contract/temporary professionals)

Fulltime

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Client Service Associate | Wealth Management

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