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Robert Half Logo Robert Half · Banking

Senior Client Service Associate

United States, Sunol · Job Posted May 05, 2026
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Job Description

Jennifer Fukumae with Robert Half Financial Services division is partnering with 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

Nice to have

Series 65 license (or equivalent) preferred or willingness to obtain

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
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