Client Service Associate Job at Robert Half (Palo Alto)

Client Service Associate

Robert Half

Location:
United States , Palo Alto

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Are you looking for an well-established wealth management firm with team values collaboration, thoughtful problem solving, and long-term client success? Interested in joining a collaborative wealth management team where problem-solving is thoughtful and client relationships are built for the long term? I’m working with an established advisory firm in the Bay Area that has been guiding clients for decades, supporting individuals, families, business owners, and institutions. Their approach centers on bringing clarity to complex financial lives and delivering personalized strategies that help clients grow, protect, and transfer wealth with confidence. If you value a team-driven environment and meaningful, long-term client impact, this could be a great firm to explore.

Job Responsibility:

Serve as a primary service contact for a group of high-net-worth and ultra-high-net-worth clients and families
Proactively manage client relationships by anticipating needs, resolving issues, and delivering timely, high-touch service
Lead and coordinate the end-to-end client onboarding process, including account setup, documentation, and custodial coordination
Partner with clients’ external advisors (CPAs, attorneys, trustees, etc.) to support holistic wealth management needs
Assist with complex planning scenarios such as equity compensation/10b5-1 plans, concentrated stock management, life transitions (e.g., divorce), philanthropic strategies, and estate planning coordination
Prepare portfolio analysis, performance materials, and client-ready reports to support investment reviews and relationship management
Support ongoing client communications, meeting preparation, and follow-up action items
Contribute to internal projects and process improvements to enhance client experience and operational efficiency
Collaborate cross-functionally with investment, operations, and planning teams to ensure seamless service delivery

Requirements:

Bachelor’s degree or equivalent professional experience
1–3+ years of experience in a Registered Investment Advisor (RIA), wealth management firm, brokerage, or family office environment
Familiarity with custodial and wealth tech platforms such as Fidelity, Schwab, Orion, and Salesforce strongly preferred
Demonstrated ability to work independently with strong ownership, sound judgment, and proactive problem-solving skills
High attention to detail with the ability to manage multiple priorities in a fast-paced environment
Strong interpersonal skills with the ability to communicate professionally with high-net-worth clients and external advisors
Team-oriented mindset with the ability to collaborate across departments

What we offer:

medical
vision
dental
life and disability insurance
401(k) plan

Additional Information:

Job Posted:
February 20, 2026

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