Client Service Associate - Reputable Wealth Management Firm

Robert Half • Palo Alto, CA • 1h ago

Description

Ready to Take the Next Step? Let's Connect!

If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn-I'd love to connect and learn more about you!

Client Service Associate - Wealth Management

A leading, long-established wealth management firm in Palo Alto is seeking a Client Service Associate (CSA) to join their high-performing, collaborative team. This is an excellent opportunity for someone who wants to build long-term roots, work closely with experienced advisors, and grow in a fast-paced, client-focused environment.

About the Firm

For decades, this firm has served high-net-worth and ultra-high-net-worth individuals, families, and institutions. With deep ties to the Bay Area and a commitment to personalized advice, they offer a sophisticated, relationship-driven approach to wealth management

About the Role

The CSA will support a portfolio of HNW clients and act as a key member of the client service team. You'll partner with advisors, collaborate cross-functionally, and ensure clients receive an exceptional experience from onboarding through ongoing service.

Key Responsibilities

Maintain and enhance client relationships by anticipating needs and delivering timely, thoughtful support

Lead and execute the new client onboarding process

Coordinate with attorneys, accountants, and other client intermediaries

Support strategic planning efforts, including equity compensation strategies, estate/legacy planning coordination, and other complex client needs

Provide portfolio reporting, research support, and materials for meetings and touchpoints

Why This Opportunity Stands Out

Clear long-term growth potential within a respected wealth management firm

Tenured team, strong mentorship, and exposure to sophisticated planning

Hybrid schedule (onsite Tue/Thu + flexible 3rd day)

Supportive, people-first culture where no task is too small

Compensation & Benefits

Competitive base salary + annual discretionary bonus

Generous 401(k) match

Health, dental, and vision coverage

Parking, commuter benefits, and monthly phone stipend

Casual dress when not client-facing

Financial support for CFP® or CFA certification

Free lunch Fridays + fully stocked kitchen

Requirements

Ready to Learn More?

If you're excited to explore this opportunity, apply today and send your resume to JC del Rosario via LinkedIn-I'd love to connect and see how this role aligns with your career goals!

Ideal Experience

1-4+ years in wealth management, an RIA, brokerage firm, or family office

Experience with Fidelity, Schwab, Orion, and/or Salesforce strongly preferred

Bachelor's degree or equivalent professional experience

Strong communicator with excellent attention to detail

Proactive, organized, and comfortable managing multiple priorities

Team-oriented mindset with the ability to work independently

Thrives in a high-volume environment and enjoys contributing at all levels

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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