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Client Service Associate

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Walnut Creek

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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:

Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning. You’ll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes.

Job Responsibility:

  • Prepare estate and trust summaries and review entity structures
  • Draft client-ready materials and handle internal requests
  • Track deliverables, manage workflows, and coordinate calendars
  • Serve as a point of contact for select inquiries
  • Conduct research and provide analytical support to the Tax and Estate Planning team

Requirements:

  • Bachelor’s degree in finance, accounting, economics, business, or related field
  • Strong analytical skills and solid Excel proficiency
  • Detail-oriented with strong ownership of deadlines
  • Clear, professional communication skills
  • Comfortable in a fast-paced, evolving environment
What we offer:
  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • free online training

Additional Information:

Job Posted:
May 03, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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