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Robert Half Logo Robert Half · Finance

Senior Client Services Associate

United States, Mill Valley · Job Posted January 25, 2026
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Job Description

This Client Services Associate (CSA) role is integral to delivering a seamless, white-glove client experience. The CSA will partner closely with advisors and clients to manage daily operational needs, oversee account administration, and uphold the firm’s standard of highly responsive, personalized service. Given the firm’s boutique structure, this role also provides exposure to broader operational functions, including compliance support, reporting, and general business operations.

Job Responsibility

  • Serve as a primary point of contact for client service inquiries, delivering timely, professional support
  • Manage account onboarding, maintenance, and money movement (wires, ACH, transfers, RMDs)
  • Coordinate client meetings, including scheduling, preparation, and follow-up
  • Interface with custodians (e.g., Charles Schwab) to process documentation, track transfers, and resolve issues
  • Monitor daily transactions and workflows to ensure accuracy, timeliness, and compliance
  • Maintain accurate client records, CRM updates, reporting, and task tracking
  • Collaborate cross-functionally with advisors and compliance partners to support regulatory requirements and efficient firm operations

Requirements

  • 3–7+ years of client service or operations experience within wealth management or financial advisory environments
  • Exceptional attention to detail with strong organizational capabilities
  • Highly professional demeanor with excellent written and verbal communication skills
  • Demonstrated integrity, discretion, and client-first mindset
  • Proficiency in Microsoft Office

What we offer

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