CrawlJobs Logo
Robert Half Logo Robert Half · Finance

Senior Client Service Associate | Wealth Management Firm

United States, Concord · Job Posted June 10, 2026
Apply Position
Job Link Share

Job Description

A growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients. The position blends relationship management, financial planning support, and operational oversight, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process. This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships.

Job Responsibility

  • Partner with financial advisors to support onboarding and integration of new client relationships
  • Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items
  • Maintain accurate client and prospect records across CRM and internal systems
  • Serve as a trusted support partner during client meetings and relationship management activities
  • Lead select client review meetings and assist with presenting financial planning updates
  • Gather and organize client financial data to support comprehensive planning and investment strategy discussions
  • Assist with preparation and implementation of financial plans
  • Respond to client inquiries regarding accounts, transactions, and planning-related requests
  • Support account opening, maintenance, and servicing across multiple custodial platforms
  • Ensure all client interactions and activities are documented within CRM systems
  • Manage day-to-day client service tasks and ensure a seamless client experience
  • Support advisors with operational and administrative workflows tied to client servicing
  • Assist with various team projects and internal initiatives as needed
  • Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards
  • Monitor account activity and escalate potential compliance concerns when appropriate
  • Maintain proper documentation and records for client interactions and transactions
  • Work closely with advisors and internal stakeholders to support client strategies and investment implementation
  • Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency
  • Assist with special projects and initiatives that support the growth of the advisory practice

Requirements

  • Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent industry experience)
  • 3–5+ years of experience within wealth management, financial advisory, brokerage, or investment operations
  • Strong understanding of investment products, account structures, and regulatory frameworks
  • Excellent interpersonal and client relationship skills
  • Experience working with CRM systems, financial planning tools, and Microsoft Office
  • Series 65 license (or equivalent) preferred or willingness to obtain

What we offer

  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
Robert Half - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Senior Client Service Associate | Wealth Management Firm

8 matching positions

Senior Client Service Associate — Wealth Management

We're recruiting on behalf of a well-established boutique RIA that is deliberate...
Location
Location
United States , Woodland Hills
Salary
Salary:
85000.00 - 110000.00 USD / Year
strategicemployment.com Logo
Strategic Employment Partners
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of Senior CSA experience
  • RIA or wealth management firm background
  • Direct HNW client interaction
  • Full ownership of account ops — openings, transfers, ACATs
  • Schwab Advisor Services experience (Tamarac a plus)
  • Experience mentoring or guiding junior staff
  • Series 65 preferred but not required
  • US Citizens and Permanent Residents are welcome to apply
  • Unable to provide sponsorship at this time
Job Responsibility
Job Responsibility
  • You'll be working directly with high-net-worth clients, owning account operations end-to-end, and mentoring junior associates as the team scales
  • The right person takes ownership, communicates proactively, and genuinely thrives in a senior client service role
What we offer
What we offer
  • Discretionary bonus
  • Fulltime
Read More
Arrow Right

Senior Client Service Associate

Jennifer Fukumae with Robert Half Financial Services division is partnering with...
Location
Location
United States , Sunol
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent industry experience)
  • 3–5+ years of experience within wealth management, financial advisory, brokerage, or investment operations
  • Strong understanding of investment products, account structures, and regulatory frameworks
  • Excellent interpersonal and client relationship skills
  • Experience working with CRM systems, financial planning tools, and Microsoft Office
  • Series 65 license (or equivalent) preferred or willingness to obtain
Job Responsibility
Job Responsibility
  • Partner with financial advisors to support onboarding and integration of new client relationships
  • Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items
  • Maintain accurate client and prospect records across CRM and internal systems
  • Serve as a trusted support partner during client meetings and relationship management activities
  • Lead select client review meetings and assist with presenting financial planning updates
  • Gather and organize client financial data to support comprehensive planning and investment strategy discussions
  • Assist with preparation and implementation of financial plans
  • Respond to client inquiries regarding accounts, transactions, and planning-related requests
  • Support account opening, maintenance, and servicing across multiple custodial platforms
  • Ensure all client interactions and activities are documented within CRM systems
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Senior Client Service Associate

A growing, client-focused wealth advisory practice in the Bay Area is seeking a ...
Location
Location
United States , Walnut Creek
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent industry experience)
  • 3–5+ years of experience within wealth management, financial advisory, brokerage, or investment operations
  • Strong understanding of investment products, account structures, and regulatory frameworks
  • Excellent interpersonal and client relationship skills
  • Experience working with CRM systems, financial planning tools, and Microsoft Office
  • Series 65 license (or equivalent) preferred or willingness to obtain
Job Responsibility
Job Responsibility
  • Partner with financial advisors to support onboarding and integration of new client relationships
  • Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items
  • Maintain accurate client and prospect records across CRM and internal systems
  • Serve as a trusted support partner during client meetings and relationship management activities
  • Lead select client review meetings and assist with presenting financial planning updates
  • Gather and organize client financial data to support comprehensive planning and investment strategy discussions
  • Assist with preparation and implementation of financial plans
  • Respond to client inquiries regarding accounts, transactions, and planning-related requests
  • Support account opening, maintenance, and servicing across multiple custodial platforms
  • Ensure all client interactions and activities are documented within CRM systems
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Senior Client Service Associate

Partnering with a growing, client-focused wealth advisory practice in the Bay Ar...
Location
Location
United States , Sunol
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent industry experience)
  • 3–5+ years of experience within wealth management, financial advisory, brokerage, or investment operations
  • Strong understanding of investment products, account structures, and regulatory frameworks
  • Excellent interpersonal and client relationship skills
  • Experience working with CRM systems, financial planning tools, and Microsoft Office
  • Series 65 license (or equivalent) preferred or willingness to obtain
Job Responsibility
Job Responsibility
  • Partner with financial advisors to support onboarding and integration of new client relationships
  • Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items
  • Maintain accurate client and prospect records across CRM and internal systems
  • Serve as a trusted support partner during client meetings and relationship management activities
  • Lead select client review meetings and assist with presenting financial planning updates
  • Gather and organize client financial data to support comprehensive planning and investment strategy discussions
  • Assist with preparation and implementation of financial plans
  • Respond to client inquiries regarding accounts, transactions, and planning-related requests
  • Support account opening, maintenance, and servicing across multiple custodial platforms
  • Ensure all client interactions and activities are documented within CRM systems
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Enrollment in company 401(k) plan for contract/temporary professionals
  • Fulltime
Read More
Arrow Right

Senior Client Service Associate

A growing, client-focused wealth advisory practice in the Bay Area is seeking a ...
Location
Location
United States , San Ramon
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent industry experience)
  • 3–5+ years of experience within wealth management, financial advisory, brokerage, or investment operations
  • Strong understanding of investment products, account structures, and regulatory frameworks
  • Excellent interpersonal and client relationship skills
  • Experience working with CRM systems, financial planning tools, and Microsoft Office
  • Series 65 license (or equivalent) preferred or willingness to obtain
  • Strong client service orientation and relationship management mindset
  • Exceptional organization and attention to detail
  • Ability to manage multiple priorities in a fast-paced advisory environment
  • Solid understanding of financial markets, investment strategies, and planning concepts
Job Responsibility
Job Responsibility
  • Partner with financial advisors to support onboarding and integration of new client relationships
  • Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items
  • Maintain accurate client and prospect records across CRM and internal systems
  • Serve as a trusted support partner during client meetings and relationship management activities
  • Lead select client review meetings and assist with presenting financial planning updates
  • Gather and organize client financial data to support comprehensive planning and investment strategy discussions
  • Assist with preparation and implementation of financial plans
  • Respond to client inquiries regarding accounts, transactions, and planning-related requests
  • Support account opening, maintenance, and servicing across multiple custodial platforms
  • Ensure all client interactions and activities are documented within CRM systems
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
Read More
Arrow Right

Senior Client Service Associate

This role blends relationship management, financial planning support, and operat...
Location
Location
United States , Walnut Creek
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Finance, Business, or related field (or equivalent experience)
  • 3–5 years within an RIA, wealth management, or brokerage environment
  • Strong understanding of investment products, account types, and regulatory requirements
  • Proficiency with CRM systems, portfolio management platforms, and Microsoft Office
Job Responsibility
Job Responsibility
  • Partner closely with a Senior Financial Advisor to support existing and prospective client relationships
  • Prepare for and attend client meetings, manage follow-up items, and conduct select review meetings independently
  • Present financial plan updates and serve as a secondary advisor on designated client relationships
  • Act as a primary contact for client servicing needs, account questions, and transaction requests
  • Lead onboarding for new clients, including account opening and asset transfers
  • Gather and input financial planning data into planning software
  • Maintain accurate CRM documentation and ensure all client interactions are properly recorded
  • Execute ongoing account maintenance and operational requests
  • Ensure adherence to firm policies and regulatory standards (SEC/FINRA)
  • Monitor account activity and maintain compliance-ready documentation
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right

Senior Client Service Associate

A growing wealth management firm is seeking a Senior Client Service Associate to...
Location
Location
United States , Walnut Creek
Salary
Salary:
90000.00 - 120000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Finance, Business, or related field (or equivalent experience)
  • 3–5 years of experience in wealth management, financial services, or brokerage operations
  • Strong knowledge of investment products, account types, and regulatory requirements (FINRA/SEC)
  • Excellent communication skills and a client‑centric mindset
  • Proficiency with CRM systems, portfolio management tools, and Microsoft Office
  • Series 65 (or equivalent) required
Job Responsibility
Job Responsibility
  • Support smooth onboarding for new clients
  • Schedule and prepare for client/prospect meetings
  • manage follow‑ups
  • Maintain accurate client and prospect data in the CRM
  • Serve as a “second chair” advisor and independently lead select client meetings
  • Present financial plans and assist with review discussions
  • Complete client service tasks, including data gathering, account setup, maintenance, and general inquiries
  • Document all interactions and service tasks within the CRM
  • Provide general support for departmental projects as needed
  • Act as the primary point of contact for account servicing and transaction inquiries
What we offer
What we offer
  • Bonus
  • medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right
New

Wealth Management Associate Advisor

The Associate Advisor is a client-facing advisory role within our wealth managem...
Location
Location
United States , Elk Grove Village
Salary
Salary:
80000.00 - 120000.00 USD / Year
portebrown.com Logo
Porte Brown LLC
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Active FINRA Series 7 and Series 66 licenses required
  • 2+ years of experience in wealth management, advisory support, financial planning, or client-facing financial services
  • Strong written and verbal communication skills with high attention to detail, sound judgement and effective time management
  • Working knowledge of Redtail, Nitrogen, MoneyguidePro
  • Ability to obtain Illinois Life and Health insurance licenses within 6 months of employment
  • CFP® designation preferred but not required
  • Bachelor's degree in a business-related field preferred
Job Responsibility
Job Responsibility
  • Prepare for client meetings by gathering and organizing data, updating planning software, building meeting materials, and documenting action items and follow-up tasks
  • Respond to client inquiries and collaborate with operations, compliance, and internal specialists to ensure accurate and timely execution
  • Partner with senior advisors to develop and deliver comprehensive financial planning strategies tailored to client goals and long-term objectives
  • Analyze client financial situations, including retirement readiness, tax-efficient strategies, investment allocation, estate considerations, and risk management needs
  • Participate in client meetings and contribute to relationship management through proactive planning discussions and strategic guidance
  • Collaborate with advisory team members to enhance the client experience, improve planning processes, and support firm growth initiatives
  • Conduct investment and market research to support portfolio construction, asset allocation decisions, and ongoing planning recommendations
  • Over time, this role will take on increased responsibility for managing client relationships, serving as a key point of contact for many of the firm’s emerging and smaller client households while continuing to collaborate with the broader advisory team
  • Fulltime
Read More
Arrow Right