Client Service Associate - 2 Days Onsite

Client Service Associate | Wealth Management | San Carlos | Hybrid; 2 Days Onsite

Join a boutique wealth management firm known for personalized advice and long-term relationships with high-net-worth families. You'll be part of a collaborative, client-first team that combines high-touch service with sophisticated investment expertise.

The firm offers a flexible hybrid schedule and supports ongoing education and credential growth.

Responsibilities:

• Serve as a key contact for clients, anticipating needs and delivering thoughtful service
• Lead and refine the onboarding process for new clients
• Support financial planning and meeting preparation
• Open and service accounts across custodial platforms
• Coordinate with custodians, CPAs, and attorneys
• Manage cashiering, client records, and CRM updates
• Assist clients with platform access and account navigation

Requirements:

• Bachelor's degree
• 1-5+ years in an RIA, brokerage, or family office
• Familiarity with Fidelity, Schwab, Orion, or Redtail a plus
• Strong attention to detail and problem-solving skills
• Polished communication and ability to manage multiple priorities

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.

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 provide 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 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.

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