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Robert Half Logo Robert Half · Finance

Relationship Manager / Client Service Associate

United States, Orinda · Job Posted February 01, 2026
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Job Description

This role requires a unique combination of detail orientation and relationship‑building skills. You will play a key part in onboarding new clients, preparing account documentation, maintaining client accounts, and supporting advisors in all facets of client service. You will serve as a primary liaison between the firm and its custodial partners, ensuring smooth operations while delivering exceptional client experiences. This is a great opportunity for someone who wants mentorship from experienced advisors and room to grow—while still having the ability to build a long‑term career in this role.

Job Responsibility

  • Support advisors in onboarding new clients and facilitating smooth transitions
  • Coordinate the opening of new accounts and transfer of assets
  • Process distributions, including RMDs
  • maintain annual RMD tracking
  • Work directly with custodians to process account service requests
  • Document all client interactions and follow‑up in the firm’s CRM

Requirements

  • Bachelor’s degree required
  • 2–3 years’ experience in financial services in a client‑facing role
  • Series 65 license (or ability to obtain within 30 days)
  • Strong understanding of taxable and retirement account types
  • Excellent verbal and written communication skills
  • Strong organizational skills with high attention to detail
  • Proficiency in Word, Excel, and CRM systems

What we offer

  • Excellent work‑life balance
  • Competitive base salary with annual reviews and merit‑based increases
  • Strong retirement offering (safe harbor + profit sharing)
  • Employer-covered parking or transit pass
  • Discretionary bonuses
  • 4 weeks of PTO from the start date
  • Comprehensive health benefits
  • A positive, people‑focused work environment with long-tenured staff
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