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Robert Half Logo Robert Half · Finance

Client Service Associate

United States, Mill Valley · Job Posted February 05, 2026
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Job Description

The Client Service Associate (or Senior CSA, depending on experience) plays a pivotal role in client service, account administration, and operational support. You will work closely with advisors and clients to ensure smooth daily operations, exceptional responsiveness, and precise handling of all client needs. Because of the lean team structure, this role also supports compliance, reporting, and general business operations.

Job Responsibility

  • Serve as a primary point of contact for client service requests
  • Manage onboarding, money movement (wires, ACH, RMDs, transfers), and account maintenance
  • Prepare materials for client meetings and support follow‑up execution
  • Maintain accurate and organized client records and documentation
  • Coordinate with custodians (e.g., Schwab) to process forms and resolve issues
  • Monitor daily workflows and transactions for accuracy and timely completion
  • Assist with compliance procedures and documentation management
  • Prepare client reports and support CRM updates and task tracking
  • Collaborate with advisory and investment teams on planning and portfolio initiatives
  • Work with compliance consultants to ensure regulatory alignment
  • Contribute to efficient, high‑quality daily office operations

Requirements

  • 3–7+ years of client service or operations experience in a wealth management or financial advisory environment
  • Exceptional attention to detail and strong organizational skills
  • Clear, professional written and verbal communication
  • High integrity, discretion, and a commitment to excellent client service
  • Proficiency with Microsoft Office

Nice to have

  • Experience with custody platforms (e.g., Schwab Advisor Center)
  • Familiarity with CRM or portfolio‑reporting tools (e.g., Black Diamond)
  • Bachelor’s degree in business, finance, or a related field
  • Interest in financial planning or investment management

What we offer

  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
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