Client Service Associate Job at Robert Half (Oakland)

Client Service Associate

Join a specialized family office platform serving ultra-high-net-worth individua...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2-5+ years of experience in wealth management, supporting ultra-high-net-worth clients and complex financial relationships
Strong operational and organizational skills with high attention to detail
Comfortable in fast-paced, evolving environments
Strong communication and professional presence
Entrepreneurial, growth-minded, and team-oriented
CRM experience (Salesforce preferred)
Strong Excel and technical proficiency

Job Responsibility

Support senior team members on client service and operations
Lead onboarding, including account setup and documentation
Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance
Coordinate tax workflows with external providers
Process capital calls, wires, and time-sensitive transactions
Maintain KYC, compliance, and CRM accuracy
Support reporting, financial admin, and document management
Liaise with clients and advisors to ensure smooth execution
Improve processes and support tech-enabled workflows

What we offer

Flexible remote work
strong benefits
unlimited PTO

Fulltime

Client Service Associate

We are looking for a Client Service Associate to support client-facing operation...

Location

United States , Chicago

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

Medical/Dental
401k
PTO

Fulltime

Client Service Associate

We are looking for a Client Service Associate to deliver attentive, personalized...

Location

United States , Norfolk

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

Medical
Vision
Dental
Life and disability insurance
401(k) plan
Free online training

Client Service Associate

This is an exceptional opportunity for early-career professionals in financial s...

Location

USA , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

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

Client Service Associate

Join a well-established wealth management firm supporting high-net-worth and ult...

Location

United States , Palo Alto

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

Generous 401(k) match
Comprehensive health coverage
Unlimited PTO
Free parking
Cell phone and commuter stipends
Support for CFP or CFA coursework

Fulltime

Client Service Associate

Location

United States , Palo Alto

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

Generous 401(k) match
Comprehensive health coverage
Unlimited PTO
Free parking
Cell phone and commuter stipends
Support for CFP or CFA coursework

Fulltime

Client Service Associate

Location

United States , Palo Alto

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

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

Client Service Associate

Established wealth management firm serving high-net-worth and ultra-high-net-wor...

Location

United States , Palo Alto

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

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

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