Client Service Associate – Top‑tier Wealth Management

Client Service Associate – Wealth Management

We're looking for a motivated Client Service Associate to join a well-established, rapidly growing investment advisory firm. This role is an excellent opportunity to build deeper expertise in portfolio operations, client service, and investment technology while working with a supportive, experienced team. You'll receive hands-on training with leading tools such as FactSet, Bloomberg, and Morningstar Direct, along with ongoing development in compliance, client management, and operational processes. Compensation and title will be aligned with your experience.

Key Responsibilities

• Deliver exceptional service to a sophisticated client base.
• Process new account openings, closures, transfers, and other client documentation.
• Prepare and execute trades and client transactions with accuracy and efficiency.
• Support client meetings by generating performance reports, attribution analyses, and investment materials.

What We Offer

• Competitive compensation
• Healthcare benefits
• 401(k) retirement plan
• A supportive, education-focused environment with continuous training and professional development

Requirements

Bachelor's degree required; Series 65 is a plus

5+ years of experience in financial services—preferably in wealth management, asset management, brokerage, or banking

Strong analytical and problem-solving skills

Familiarity with Fidelity or Schwab custodial platforms is a plus

Experience with Black Diamond or Morningstar preferred (training available)

Proficiency with Salesforce and Microsoft Office (Excel, Word, PowerPoint)

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.