CrawlJobs Logo
Robert Half Logo Robert Half · Insurance

Client Service Associate

United States, San Diego · Job Posted April 20, 2026
Apply Position
Job Link Share

Job Description

The Client Service Associate will be responsible for supporting clients, agents, and internal teams by ensuring a seamless service experience. This role is ideal for someone who is detail-oriented, customer-focused, and thrives in a fast-paced, client-driven environment.

Job Responsibility

  • Serve as a primary point of contact for client inquiries via phone, email, and in person
  • Assist clients with policy questions, coverage details, and account updates
  • Process policy changes, endorsements, renewals, and cancellations
  • Prepare and distribute insurance documents, certificates, and correspondence
  • Support agents and account managers with administrative and client service tasks
  • Maintain accurate and up-to-date client records in agency management systems
  • Follow up on outstanding documentation and ensure timely resolution of client requests
  • Ensure compliance with company policies and insurance regulations
  • Assist with billing inquiries and payment processing as needed

Requirements

  • High school diploma or equivalent required
  • bachelor’s degree preferred
  • 1–3+ years of customer service or administrative experience (insurance or financial services preferred)
  • Strong communication and interpersonal skills
  • High attention to detail and organizational skills
  • Proficiency in Microsoft Office and CRM or agency management systems
  • Ability to multitask and prioritize in a deadline-driven environment

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
Robert Half - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Client Service Associate

8 matching positions

Client Service Associate

We are looking for a Client Service Associate to deliver attentive, personalized...
Location
Location
United States , Norfolk
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 3 years of experience in client service, customer support, or a related role
  • Strong communication skills with the ability to interact professionally and build trust with clients
  • Demonstrated ability to manage follow-up activities and handle multiple priorities with attention to detail
  • Comfortable working collaboratively with cross-functional teams in a service-driven environment
  • Ability to provide a personalized experience by understanding client needs and responding appropriately
  • Background in guest assistance, customer direction, retail support, inventory awareness, or sales-related service is helpful
Job Responsibility
Job Responsibility
  • Develop and maintain strong client relationships by providing prompt, detail-focused communication and consistent follow-through on requests
  • Learn each client’s preferences, goals, and service expectations to provide tailored support and a high-quality experience
  • Coordinate with teams such as Compliance, Operations, Tax, Financial Planning, and Finance to help complete client-related activities accurately and on time
  • Monitor client inquiries from start to finish, ensuring updates are shared clearly and issues are resolved efficiently
  • Support day-to-day service activities by organizing information, tracking outstanding items, and helping keep client records current
  • Uphold established procedures and service standards to ensure work is completed in alignment with firm policies and regulatory expectations
What we offer
What we offer
  • Medical
  • Vision
  • Dental
  • Life and disability insurance
  • 401(k) plan
  • Free online training
Read More
Arrow Right
New

Client Service Associate

This is an exceptional opportunity for early-career professionals in financial s...
Location
Location
USA , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1–3+ years of experience in client service, operations, or financial services
  • Bachelor’s degree required
  • SIE, Series 7, and Series 66 preferred (or willingness to obtain within 6 months)
  • Strong CRM experience (Salesforce preferred)
  • Familiarity with wealth platforms such as eMoney, Aladdin Wealth, and DocuSign is a plus
  • Strong communication, organization, and attention to detail
  • Ability to thrive in a fast-paced, deadline-driven environment
Job Responsibility
Job Responsibility
  • Provide daily client service and operational support across a high-net-worth client base
  • Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients
  • Open and maintain client accounts, including documentation, ACATS/DTC transfers, billing, and account updates
  • Manage client transactions including wires, disbursements, trade requests, and account maintenance
  • Monitor account activity across trades, cash flow, performance, fees, and allocations
  • Support client communication related to account activity, performance, reporting, and service inquiries
  • Maintain accurate records and pipeline tracking within Salesforce
  • Assist with reporting, analysis, and ad hoc client requests
What we offer
What we offer
  • 15% employer 401(k) contribution (not just a match)
  • Exceptional benefits package
  • Collaborative, bi-coastal team culture
  • Modern office in San Francisco Financial District
  • Strong emphasis on learning, development, and long-term career growth
  • High-growth office with strong internal mobility and career development
  • Fulltime
Read More
Arrow Right

Client Service Associate

Join a well-established wealth management firm supporting high-net-worth and ult...
Location
Location
United States , Palo Alto
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2–4+ years of wealth management experience, ideally from another RIA
  • A proactive, detail-driven mindset with strong follow-through
  • 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
Job Responsibility
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
What we offer
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
  • Fulltime
Read More
Arrow Right

Client Service Associate

Location
Location
United States , Palo Alto
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2–4+ years of wealth management experience, ideally from another RIA
  • A proactive, detail-driven mindset with strong follow-through
  • 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
Job Responsibility
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
What we offer
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
  • Fulltime
Read More
Arrow Right

Client Service Associate

Location
Location
United States , Palo Alto
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree or equivalent experience
  • 1–3+ years of experience within an RIA, brokerage, or family office
  • Experience with Fidelity, Schwab, Orion, and/or Salesforce preferred
  • Strong communication, organization, and problem-solving skills
  • Ability to manage multiple priorities independently and within a team environment
  • Proficiency with Microsoft 365, CRM systems, and financial planning/reporting software
Job Responsibility
Job Responsibility
  • Support and maintain relationships with high-net-worth clients
  • Coordinate and execute new client onboarding
  • Partner with attorneys, accountants, and other client advisors
  • Assist with strategic planning initiatives including concentrated stock, estate planning, philanthropy, and 10b5-1 plans
  • Provide portfolio reporting, analytical, and relationship management support
  • Collaborate across teams to deliver a high-touch client experience
What we offer
What we offer
  • Competitive compensation + bonus
  • Unlimited PTO
  • 401(k) match and comprehensive medical benefits
  • Hybrid work environment
  • CFP®/CFA educational support
  • Commuter benefits and parking
  • Collaborative culture with team perks and office amenities
  • Fulltime
Read More
Arrow Right

Client Service Associate

Established wealth management firm serving high-net-worth and ultra-high-net-wor...
Location
Location
United States , Palo Alto
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree or equivalent experience
  • 1–3+ years of experience within an RIA, brokerage, or family office
  • Experience with Fidelity, Schwab, Orion, and/or Salesforce preferred
  • Strong communication, organization, and problem-solving skills
  • Ability to manage multiple priorities independently and within a team environment
  • Proficiency with Microsoft 365, CRM systems, and financial planning/reporting software
Job Responsibility
Job Responsibility
  • Support and maintain relationships with high-net-worth clients
  • Coordinate and execute new client onboarding
  • Partner with attorneys, accountants, and other client advisors
  • Assist with strategic planning initiatives including concentrated stock, estate planning, philanthropy, and 10b5-1 plans
  • Provide portfolio reporting, analytical, and relationship management support
  • Collaborate across teams to deliver a high-touch client experience
What we offer
What we offer
  • Competitive compensation + bonus
  • 401(k) match and comprehensive medical benefits
  • Hybrid work environment
  • CFP®/CFA educational support
  • Commuter benefits and parking
  • Collaborative culture with team perks and office amenities
  • Fulltime
Read More
Arrow Right

Client Service Associate

Join a well-established wealth management firm supporting high-net-worth and ult...
Location
Location
United States , Palo Alto
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
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
Job Responsibility
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
What we offer
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
  • Fulltime
Read More
Arrow Right

Client Service Associate

We are looking for a Client Service Associate to support client-facing operation...
Location
Location
United States , Chicago
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree required
  • At least 2 years of experience in public accounting, wealth management, tax, or a related services environment
  • CPA designation is required
  • Strong attention to detail with the ability to manage multiple priorities accurately
  • Clear written and verbal communication skills with a client-focused approach
Job Responsibility
Job Responsibility
  • Provide day-to-day assistance to clients by responding to service requests, resolving account-related questions, and ensuring a positive experience
  • Coordinate with advisors and internal departments to prepare, review, and process client documentation with accuracy and timeliness
  • Maintain organized client records and monitor account activity to help support compliance and operational standards
  • Assist with account onboarding, updates, and administrative follow-up to keep client information current and complete
  • Prepare materials, reports, and supporting documentation needed for client meetings, transactions, and ongoing service needs
  • Track outstanding items and follow through with clients and colleagues to ensure requests are completed efficiently
  • Contribute to process improvement efforts and support operational changes, including work involving financial platforms or related systems when needed
What we offer
What we offer
  • Medical/Dental
  • 401k
  • PTO
  • Fulltime
Read More
Arrow Right