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Robert Half Logo Robert Half · IT - Administration

Senior Client Service Associate

United States, Concord · Job Posted June 15, 2026
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Job Responsibility

  • Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows
  • Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions
  • Support philanthropic entities and family office operations with precision
  • Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience
  • Review and finalize investment reports and performance data (no data entry)

Requirements

  • 3–5+ years in UHNW client service (RIA, family office, private bank, etc.)
  • Experience navigating complex client needs with maturity, discretion, and emotional intelligence
  • Strong organizational skills, proactive mindset, and high attention to detail
  • Familiarity with systems like Addepar, Salesforce, and Asana a plus

Nice to have

Familiarity with systems like Addepar, Salesforce, and Asana

What we offer

  • Flexible remote-first work model (no required office time)
  • Low turnover, values-driven culture, and high team retention
  • Quarterly offsites for team building and strategy sessions
  • Competitive benefits: 100% paid health/dental/vision for employees, 401(k) match, paid parental leave
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