Client Service Associate - Prestigious WM Firm

Robert Half • Palo Alto, CA • 6h ago

Description

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

If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn-happy to connect and learn more about your background.

Client Service Associate - Wealth Management

A leading, long-established wealth management firm in Palo Alto is seeking a Client Service Associate (CSA) to join its high-performing, collaborative team. This role is ideal for someone who wants to put down long-term roots, partner closely with experienced advisors, and thrive in a fast-paced, client-focused environment.

About the Firm

For decades, this firm has supported high-net-worth and ultra-high-net-worth individuals, families, and institutions. With deep Bay Area roots and a commitment to personalized, relationship-driven guidance, the team delivers highly tailored wealth planning and investment support.

About the Role

As a CSA, you will support a portfolio of HNW clients and serve as an essential member of the client service team. You'll collaborate with advisors, coordinate across internal and external partners, and ensure clients receive exceptional service from onboarding through ongoing relationship management.

Key Responsibilities

Strengthen client relationships by anticipating needs and delivering timely, proactive support

Lead and manage the end-to-end new client onboarding process

Coordinate with attorneys, accountants, and external client partners

Support planning initiatives, including equity compensation strategies and estate/legacy planning workflows

Prepare portfolio reports, research materials, and meeting deliverables

Why This Opportunity Stands Out

Clear pathway for long-term growth within a respected wealth management organization

Strong mentorship and exposure to sophisticated planning strategies

Hybrid schedule (onsite Tue/Thu + flexible third day)

Supportive, people-first culture where collaboration is highly valued

Compensation & Benefits

Competitive base salary + annual discretionary bonus

Generous 401(k) match

Health, dental, and vision coverage

Parking, commuter benefits, and phone stipend

Casual dress when not meeting with clients

Financial support for CFP® or CFA certification

Free lunch Fridays + fully stocked kitchen

Requirements

Ready to Learn More?

If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn-happy to connect and discuss how this role supports your long-term 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 communication skills with exceptional 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 across different areas

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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