CrawlJobs Logo

Senior Client Service Associate

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , San Ramon

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

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. 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
  • 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
  • Collaborative approach with the ability to work across teams
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan

Additional Information:

Job Posted:
March 21, 2026

Icon
Robert Half - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Senior Client Service Associate

VP, Client Services Senior Manager

The KL Client Services Lead is responsible for overall Client Experience relatin...
Location
Location
Malaysia , Kuala Lumpur
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ yrs experience in a Client Services environment, preferably in Custody
  • Relevant knowledge of more than 1 Custody function is highly advantageous
  • Experience working with global, multi-region initiatives, projects and teams, including large matrix organizations
  • Experience leading/managing Custody operations or any functional unit within Custody is advantageous
  • Strong Custody knowledge and technical know-how is essential
  • Strong analytical skills – the ability to analyze processes and systems, evaluate data, and identify process improvements
  • The ability to coordinate and lead colleagues in achieving a common objective
  • Exceptionally strong interpersonal and relationship-building skills
  • Experience in dealing in high volume, client sensitive issues
  • Energetic, flexible, collaborative, and proactive
Job Responsibility
Job Responsibility
  • Service Level Compliance- 100% service level compliance across all functions, in line with both external contractual agreement as well as internal Product/Business expectation
  • Financial Management across designated GOC for Client Services, ensuring that the department manages cost targets as well as resource management
  • Standardization of service offering across all Operational functions, ensuring that the Client Experience is “One Custody” globally
  • Simplify technology across the group, with key focus on client query tooling, data and reporting
  • Drive Citi initiatives aimed at reducing the high level of touch points and queries within the Bank related to Custody processes
  • Continually review and enhance the Client services processes in partnership with the Functional Heads and direct management team to drive positive client experience
  • Support the execution of any associated Location Strategy activities, ensuring that the operation remains fully compliant with all aspects of Send/Receive site requirements, whilst ensuring suitable training material and post go live support is robust and executed
  • Collaborate with the Productivity Office to assess and support opportunities to reduce inefficiency within the Function
  • Promptly recognize and take action on gaps within the process control framework to ensure that the control steps across the lifecycle of the process are relevant, documented and understood within the process teams
  • Staff management
What we offer
What we offer
  • Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
  • Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses
  • We have a variety of programs that help employees balance their work and life
  • Fulltime
Read More
Arrow Right

Senior Associate

Senior Associate position in the Dopkins Assurance Services Group. The role invo...
Location
Location
United States , Buffalo
Salary
Salary:
Not provided
dopkins.com Logo
Dopkins & Company, LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Taking responsibility for client work being performed on time, appropriate scope of services and within budget
  • Taking responsibility for service quality, thoroughness and accuracy
  • Staying current on regulatory and industry issues and shares applicable information with others
  • Managing risk in the client service process by following professional standards
  • Keeping current with a changing Federal and State regulatory environment
  • Assessing problem/issue materiality and interpreting the implications for the client
  • Consistently taking on work outside of “comfort zone”, asking for stretch assignments to develop
  • Conducting self-review to ensure work is complete and no open issues exist
  • Demonstrating an understanding of and applying assurance-based concepts
  • Developing the ability to recognize assurance issues
What we offer
What we offer
  • Access to department and Firm leaders at all levels through our open-door policy
  • Opportunity to serve a wide array of clients, as to size, complexity and industry
  • Opportunity to advance your career based upon hard work and merit
  • Close-knit group of young professionals who work well together and with whom you develop friendships
  • Strong support to develop technical expertise
  • Be recognized, and also recognize your peers for exceptional service, through the Firm’s internal communications system
Read More
Arrow Right

Private Client Tax Associate Director

Our client, a leading firm of Chartered Accountants in Edinburgh, is seeking a t...
Location
Location
United Kingdom , Edinburgh
Salary
Salary:
70000.00 - 100000.00 GBP / Year
https://crowewatson.co.uk/ Logo
Crowe Watson
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CTA/ACA/ACCA qualified (or equivalent)
  • Significant experience in private client tax advisory within a senior role
  • Strong technical knowledge of UK tax legislation and planning
  • Must have a minimum of 5 years previous experience working within a UK Practice environment
  • Excellent communication and relationship management skills
  • A proactive, strategic mindset with a commercial approach to client service
Job Responsibility
Job Responsibility
  • Provide strategic tax planning and advisory services to high-net-worth individuals, trusts, and business owners
  • Lead and manage a portfolio of private clients, ensuring exceptional client service and compliance
  • Develop and mentor junior team members, fostering a culture of continuous learning and development
  • Identify new business opportunities and contribute to the firm’s growth strategy
  • Stay up to date with legislative changes and ensure clients receive proactive tax advice
What we offer
What we offer
  • flexible working
  • company pension
  • Fulltime
Read More
Arrow Right

Senior Associate

Senior Associate role in the Dopkins Tax Advisory Group. The role involves clien...
Location
Location
United States , Buffalo
Salary
Salary:
Not provided
dopkins.com Logo
Dopkins & Company, LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Taking responsibility for client work being performed on time, appropriate scope of services and within budget
  • Taking responsibility for service quality, thoroughness and accuracy
  • Staying current on regulatory and industry issues and shares applicable information with others
  • Managing risk in the client service process by following professional standards
  • Keeping current with a changing Federal and State regulatory environment
  • Assessing problem/issue materiality and interpreting the implications for the client
  • Consistently taking on work outside of “comfort zone”, asking for stretch assignments to develop
  • Conducting self-review to ensure work is complete and no open issues exist
  • Demonstrating an understanding of and applying tax planning concepts
  • Developing the ability to recognize tax issues
Job Responsibility
Job Responsibility
  • Client Service and Expertise
  • Professional Development
  • Leadership Skills
  • Growth and Profitability
What we offer
What we offer
  • Access to department and Firm leaders at all levels through our open-door policy
  • Opportunity to serve a wide array of clients, as to size, complexity and industry
  • Opportunity to advance your career based upon hard work and merit
  • Close-knit group of young professionals who work well together and with whom you develop friendships
  • Strong support to develop technical expertise
  • Be recognized, and also recognize your peers for exceptional service, through the Firm’s internal communications system
Read More
Arrow Right

Senior Associate Building Surveyor

A prestigious independent Property Consultancy, located in central London, is se...
Location
Location
United Kingdom , London
Salary
Salary:
75000.00 - 85000.00 GBP / Year
https://brandonjames.co.uk Logo
Brandon James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • MRICS qualification (essential)
  • A RICS-accredited degree
  • Strong property knowledge with a professional services focus
  • A consultancy or private practice background
  • Excellent client management skills and a commercially minded approach
Job Responsibility
Job Responsibility
  • Delivering professional services such as dilapidations, leasehold advice, and contract administration
  • Building and maintaining client relationships in the public and private sectors
  • Leading on instructions and supporting the development of the London team
  • Contributing to the consultancy’s growth strategy with your commercial insight
What we offer
What we offer
  • Holidays: 25 days annual leave plus an additional day off on your birthday
  • Life assurance and private medical insurance
  • 5% employer pension contribution
  • Season ticket loan, gym discounts, retail vouchers, and a cycle-to-work scheme
  • Electric vehicle scheme and longevity awards
  • Fulltime
Read More
Arrow Right

Assurance Senior Associate

As part of the Financial Services Industry team, you'll work with some of the na...
Location
Location
United States , Chicago
Salary
Salary:
95000.00 - 100000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of work experience in another public accounting firm
  • Commercial Services experience required
  • Bachelor's Degree required
  • CPA license achieved or eligibility to sit for the exam
  • Strong experience using Microsoft Office Suite
  • Knowledge of audit software such as CaseWare or ProSystem FX
Job Responsibility
Job Responsibility
  • Serve as the engagement lead on specific client accounts
  • Take responsibility for pre-engagement planning, execution, and final deliverables
  • Develop detailed engagement work plans
  • Illustrate budgets and schedules
  • Actively participate in proposals
  • Manage a team of staff associates, including interns, while providing regular performance coaching and feedback
  • Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership
What we offer
What we offer
  • Medical/Dental
  • 401k
  • time off
  • medical, vision, dental, and life and disability insurance for contract/temporary professionals
  • company 401(k) plan enrollment for hired contract/temporary professionals
  • Fulltime
Read More
Arrow Right

Senior Associate Corporate Solicitor

I’m delighted to be supporting a leading national law firm as they continue the ...
Location
Location
United Kingdom , Birmingham
Salary
Salary:
80000.00 - 90000.00 GBP / Year
https://www.douglas-scott.co.uk Logo
Douglas Scott
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years’ PQE in corporate law, ideally with experience in mid-market deals
  • A solid foundation in transactional work and client-facing advisory roles
  • Strong commercial awareness, drafting ability, and attention to detail
  • Someone who’s collaborative, proactive, and driven to progress within a dynamic team
  • A desire to be part of a growing practice that values long-term development over short-term targets
Job Responsibility
Job Responsibility
  • Managing a range of corporate transactions including M&A, investments, reorganisations, and joint ventures
  • Collaborating with peers nationally to deliver exceptional service and share sector insights
  • Playing an active role in business development, client relationship management, and cross-selling initiatives
  • Supporting, mentoring, and helping develop junior members of the team
  • Working with a strong sense of autonomy, backed by Partner-level guidance and support
What we offer
What we offer
  • Bonus scheme up to 20%, rewarding performance and contribution
  • Realistic billable hours target – fewer than 1200
  • Private Medical Insurance
  • 27 days’ annual leave + bank holidays
  • Electric vehicle scheme
  • Life Assurance and Pension with Scottish Widows
  • Flu vaccinations and eye care support
  • Fulltime
Read More
Arrow Right

Housing Solicitor - Senior Associate

An outstanding opportunity has arisen for a Senior Associate to join the thrivin...
Location
Location
United Kingdom , Birmingham
Salary
Salary:
60000.00 - 80000.00 GBP / Year
https://www.douglas-scott.co.uk Logo
Douglas Scott
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Qualified Solicitor, Chartered Legal Executive or Licensed Conveyancer
  • Strong experience with housing associations, especially in the affordable home ownership space
  • Comfortable managing site set-ups and advising developers and investors (desirable but not essential)
  • Passionate about team collaboration, client service, and mentoring junior colleagues
  • Able to work well under pressure, managing a busy caseload and meeting deadlines with a calm, proactive approach
  • Excellent written and verbal communication skills with the ability to build strong client relationships
  • A positive, forward-thinking mindset and a commitment to professional development
Job Responsibility
Job Responsibility
  • Manage a varied caseload of shared ownership, new build, and after-sale transactions, including lease extensions, disposals, RTB/RTA, deeds of variation and more
  • Provide high-quality legal advice to a range of real estate clients, particularly housing associations and developers
  • Contribute to business development initiatives and the continued expansion of the team
  • Ensure compliance with all regulatory and internal policies
  • Actively support junior team members and contribute to their ongoing development
  • Engage with internal training and external networking opportunities
  • Manage billing and work towards income and profitability targets
What we offer
What we offer
  • Flexible working
  • Hybrid options
  • Ongoing technical and career development support
  • Strong culture of mentoring
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy