Wealth Management Client Reporting Associate Job at Robert Half (Fort Worth)

Client Associate / Sr. Client Associate

A premier private wealth platform managing $70B+ in client assets is looking for...

Location

United States , San Francisco

Salary:

80000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

0–3+ years of financial services, client service, or wealth management experience
Strong communication skills and polished client presence
Highly organized, proactive, and thrives in a fast-paced environment
SIE / Series 7 / 66 preferred (or willingness to obtain)
Experience with Salesforce, eMoney, DocuSign, Fidelity/Schwab, or CRM systems is a plus

Job Responsibility

Support an experienced Wealth Advisor team managing nearly $2B AUM
Drive a world-class client experience
Gain hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management

What we offer

15% 401(k) contribution on TOTAL compensation
Bonus
Benefits
Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
401(k) plan (for contract/temporary professionals)

Fulltime

Client Associate / Sr. Client Associate

A premier private wealth platform managing $70B+ in client assets is looking for...

Location

United States , San Jose

Salary:

80000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

0–3+ years of financial services, client service, or wealth management experience
Strong communication skills and polished client presence
Highly organized, proactive, and thrives in a fast-paced environment
SIE / Series 7 / 66 preferred (or willingness to obtain)
Experience with Salesforce, eMoney, DocuSign, Fidelity/Schwab, or CRM systems is a plus

Job Responsibility

Support a Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships
Gain exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management

What we offer

Base + Bonus
15% 401(k) contribution on TOTAL compensation
Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
Enrollment in company 401(k) plan (for contract/temporary professionals)

Fulltime

Wealth Client Service Associate

Work with a nationally ranked CPA and advisory firm that is passionate for what'...

Location

United States , Overland Park

Salary:

80000.00 - 110000.00 USD / Year

Aprio

Expiration Date

Until further notice

Requirements

5+ years of experience in similar role
Robust multi-tasking with ability to work with frequent interruptions required
Preferred experience with Salesforce, Orion, eMoney, HubSpot and Schwab
Advanced knowledge of Excel
Proficiency with Microsoft Office
Strong written and verbal communication skills

Job Responsibility

Collect appropriate documentation to support the new client onboarding and billing process and ongoing delivery of wealth management services
Initiate and maintain client access across all systems and educate clients on account services and capabilities
Ensure appropriate documentation for client files are kept in compliance
Leverage various communication channels to keep in touch with clients
Establish and maintain client data across various internal reporting and CRM systems
Review daily reports and alerts and process accordingly
Assist in the preparation of client reports and other materials for client meetings
Input tasks within appropriate systems and complete associated paperwork
Provide support for monthly billing preparation
pulling reports

What we offer

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Fulltime

Wealth Planning Associate / Lead Wealth Planner

Jennifer Fukumae is seeking a talented financial planning professionals to join ...

Location

United States , Mountain View

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

6+ years of financial planning experience, or comparable experience in high-net-worth tax, investment management, or related fields
Must hold a CFP® or CFA
Strong communication, relationship-building, and client management skills

Job Responsibility

Participate in client meetings alongside Lead Advisors, collecting and analyzing client data
Assist in creating and presenting financial plans using a structured planning process
Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management
Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports
Develop and deepen client relationships through regular communication and proactive service
Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans
Prepare client and prospect presentations, correspondence, and meeting materials
Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates
Maintain and expand client, advisor, and prospect databases
Support technology integration and document management initiatives to streamline planning processes

What we offer

Competitive salary, bonus structure, and benefits package

Wealth Associate

This is an exceptional opportunity for early-career professionals in financial s...

Location

United States , Lafayette

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

1–3+ years of experience in client service, operations, or financial services
Bachelor's degree required
SIE, Series 7, and Series 66 preferred (or willingness to obtain within 6 months)
Strong CRM experience (Salesforce preferred)
Familiarity with wealth platforms such as eMoney, Aladdin Wealth, and DocuSign is a plus
Strong communication, organization, and attention to detail
Ability to thrive in a fast-paced, deadline-driven environment

Job Responsibility

Provide daily client service and operational support across a high-net-worth client base
Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients
Open and maintain client accounts, including documentation, ACATS/DTC transfers, billing, and account updates
Manage client transactions including wires, disbursements, trade requests, and account maintenance
Monitor account activity across trades, cash flow, performance, fees, and allocations
Support client communication related to account activity, performance, reporting, and service inquiries
Maintain accurate records and pipeline tracking within Salesforce
Assist with reporting, analysis, and ad hoc client requests

What we offer

15% employer 401(k) contribution (not just a match)
Exceptional benefits package
Collaborative, bi-coastal team culture
Modern office in San Francisco Financial District
Strong emphasis on learning, development, and long-term career growth
Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
401(k) plan (for contract/temporary professionals)

Fulltime

Client Associate

A premier private wealth platform managing $70B+ in client assets is looking for...

Location

United States , Foster City

Salary:

80000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

0–3+ years of financial services, client service, or wealth management experience
Strong communication skills and polished client presence
Highly organized, proactive, and thrives in a fast-paced environment
SIE / Series 7 / 66 preferred (or willingness to obtain)
Experience with Salesforce, eMoney, DocuSign, Fidelity/Schwab, or CRM systems is a plus

Job Responsibility

Become a trusted partner to Wealth Advisors and clients
Help drive a world-class client experience
Gain hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management

What we offer

Bonus
Exceptional Benefits
15% 401(k) contribution on TOTAL compensation (not a match)

Fulltime

Senior Client Associate

The Savvy team is looking for an experienced Senior Client Associate who is read...

Location

United States

Salary:

70000.00 - 75000.00 USD / Year

Savvy Wealth

Expiration Date

Until further notice

Requirements

2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer including experience interacting directly with clients AND advisors
A high-energy, collaborative, and self-starter attitude
willing to roll up your sleeves and have an incredible ownership mentality
Excellent interpersonal and communication skills
Strong technical skills in Google Suite applications--Word, Excel, and Powerpoint-- and familiarity with the MS Office equivalents
Detail-oriented and organized, with the ability to prioritize and juggle multiple tasks at once
Adept at quickly learning and adopting new technologies

Job Responsibility

Responsible for day-to-day operations and administrative support of Savvy wealth managers, providing exceptional client service and fostering long-term client relationships
Own best-in-class execution of all client tasks, requests and inquiries in a timely manner
Proactively seek out opportunities to improve Savvy's internal procedures in pursuit of the best advisor and client experience
Streamline new client prospecting, closing, and onboarding processes including meeting preparation, obtaining account and investment strategy documentation, and driving account creation and transfers
Assist advisors by executing investment transactions and fulfilling account billing & performance reporting tasks
Work closely with other professional advisors such as CPAs, estate planning attorneys, business managers, insurance agents, and more
Create and maintain client data in Salesforce and other systems
Ensure Savvy is adhering to all required compliance policies and procedures
Protect clients by maintaining confidentiality of all personal and financial information

What we offer

Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Fulltime

Associate Wealth Advisor

Claris Advisors (Anders Affiliate) is seeking an Associate Wealth Advisor who is...

Location

United States , St. Louis

Salary:

70000.00 - 80000.00 USD / Year

Anders Minkler Huber & Helm LLP

Expiration Date

Until further notice

Requirements

Bachelor’s degree
2+ years of financial services experience
Obtain Series 65 license or equivalent within 120 days of employment if not already obtained
A clean U4
Excellent written and verbal communication skills
Expert attention to detail
Strong organizational and time-management skills
Ability to work independently or as a team
Knowledge of financial industry, financial products, and financial planning concepts
Ability to work efficiently in a fast-paced environment, meet deadlines and adapt to team needs

Job Responsibility

Manage and execute both direct portfolio trading and indirect third-party portfolio trading
Develop and implement new client portfolios, assisting Senior Advisors where necessary
Facilitate and conduct cash management reviews, including report generation, meeting coordination, and trade execution
Conduct client reviews and build strong client relationships through the delivery of exceptional service and advice
Assist Senior Advisors with the daily management of client portfolios, wealth analysis, new client onboarding, and client/prospect review preparation
Conduct comprehensive financial assessments and analysis for clients to understand their financial goals, risk tolerance, and investment objectives
Develop personalized wealth management plans tailored to each client's individual needs, considering factors such as income, expenses, assets, liabilities, and time horizon
Provide strategic advice on investment opportunities, asset allocation, portfolio diversification, and wealth preservation strategies
Develops mastery of Claris Advisors investment philosophy
Mastery of technology stack offered, including CRM system and custodian websites

What we offer

Professional development opportunities
Benefits that directly impact mental, physical and financial wellness
Work Flex program which gives you the opportunity to work at our Chesterfield office, our Downtown St. Louis office, remotely, adopt a hybrid approach or even switch between these options as you prefer

Fulltime

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Wealth Management Client Reporting Associate

Job Description

Job Responsibility

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