Client Service Associate

Robert Half • San Carlos, CA • 1h ago

Description

Client Service Associate - Wealth Management

?? San Carlos, CA (Hybrid - 2 days in office: Tues/Thurs)

?? $75K-$115K base + discretionary bonus

A growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment.

What you'll do:

Support client onboarding, account opening, and ongoing account servicing

Prepare materials for client meetings and assist with follow-up tasks

Coordinate with custodians and client partners such as accountants and attorneys

Assist with financial planning support and client communications

Maintain accurate client records and manage workflows within CRM systems

Requirements

1-5 years of experience within an RIA, brokerage, or family office

Experience with platforms such as Fidelity, Schwab, Orion, or Redtail is highly preferred

Strong organizational skills and attention to detail

Positive, proactive mindset with a desire to grow in wealth management

?? This is an excellent opportunity for someone who wants to build their career with a firm that values long-term development, teamwork, and client relationships.

?? For quickest consideration, reach out to Jennifer Fukumae on LinkedIn - or connect to hear about other opportunities currently in the pipeline.

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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