Client Service Associate

Client Service Associate

Job Posting: Full-Time Location: San Jose, 100% Onsite Comp: $88-120k + Bonus

Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers competitive compensation. Join a collaborative team where your skills will make a direct impact on clients' success and the firm's continued growth. If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we want to hear from you. Apply now to take the next step in your career.

Responsibilities:

• Generate performance reporting and analyze effects of contribution and attribution.
• Assist with implementing back office reconciliation processes.
• Provide a high level of customer support to high net worth individuals.
• Keeping up-to-date with client documentation.
• Adhering to regulatory rules.
• Processing client transactions accurately and punctually.
• Assisting in bank operations (web calls) and international banking support.

Requirements:

• 3+ years of experience within the financial services sector, specifically Wealth Management.
• A history of job stability.
• Willingness to work on-site in San Jose.
• Excellent communication and problem-solving skills.
• Familiarity with tools like Fidelity, Schwab, Salesforce, and Microsoft Office suite.
• Series 7 and 65 licenses are a plus.

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.