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Client Service Associate

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Palo Alto

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

Join a well-established wealth management firm supporting high-net-worth and ultra-high-net-worth individuals, families, and institutions. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships. The role offers a competitive compensation package with strong benefits, including a generous 401(k) match, comprehensive health coverage, unlimited PTO, free parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities.

Job Responsibility:

  • Build trusted relationships with clients and anticipate their needs
  • Own the new client onboarding experience from start to finish
  • Partner closely with advisors on meaningful planning and investment work
  • Collaborate with accountants and attorneys on complex client needs
  • Support portfolios, reporting, and client deliverables in a high-volume setting

Requirements:

  • 2–4+ years of wealth management experience, ideally from another RIA
  • A proactive, detail-driven mindset with strong follow-through
  • Experience with Fidelity, Schwab, Orion, or Salesforce a plus
  • Confidence working directly with clients and internal teams
  • Comfort juggling multiple priorities in a fast-paced environment
  • Strong tech skills across Microsoft 365, CRM, and reporting tools

Nice to have:

Experience with Fidelity, Schwab, Orion, or Salesforce

What we offer:
  • generous 401(k) match
  • comprehensive health coverage
  • unlimited PTO
  • free parking
  • cell phone and commuter stipends
  • support for CFP or CFA coursework

Additional Information:

Job Posted:
May 15, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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