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Robert Half Logo Robert Half · Finance

Client Service Associate

USA, San Francisco Employment contract · Job Posted June 02, 2026
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Job Description

This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment. This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services.

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

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

Nice to have

  • Series 66
  • Familiarity with wealth platforms such as eMoney, Aladdin Wealth, and DocuSign

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
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