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Client Service Associate

Robert Half • San Mateo, CA • 5h ago

Description

Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity

$80K-$100K Base + Bonus + Exceptional Benefits

Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation - not a match.

Looking for more than just another client service role?

What if your next move gave you exposure to a nearly $2B book of business, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?

A premier private wealth platform managing $70B+ in client assets is looking for a Client Associate / Sr. Client Associate to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships.

This is not a transactional service role-it's a seat at the table.

You'll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management.

Why This Role Stands Out

? Support an experienced Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships

? Join a high-growth office where learning, mentorship, and career progression are strongly encouraged

? Work alongside a friendly, highly collaborative bi-coastal team

? Beautiful Financial District office and a culture that genuinely invests in its people

Requirements

What They're Looking For

? 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

If you're someone who wants to build roots, sharpen your skills, work with sophisticated clients, and grow inside a top-tier wealth platform-this could be the opportunity that accelerates your career.

Please apply to this posting and ping me on LinkedIn for additional consideration - Mahmoud Adam, CPA.

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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