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Client Service Associate

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Palo Alto

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Established wealth management firm serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is seeking a Client Service Associate to join its growing team in the Peninsula/San Francisco area. This role offers exposure to sophisticated financial planning, investment management, and client relationship support within a collaborative environment.

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

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

Nice to have:

Experience with Fidelity, Schwab, Orion, and/or Salesforce

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

Additional Information:

Job Posted:
May 16, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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