Description Ready to Take the Next Step? Let’s Connect! If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you! Client Associate / Client Service Associate A growing and reputable wealth management firm is seeking a Client Associate to support advisory teams and deliver a high‑touch experience to high‑net‑worth clients. This role blends client service, operational support, relationship management, and light financial planning—perfect for someone who enjoys being client‑facing, detail‑oriented, and an integral part of a collaborative team. About the Role As a Client Associate, you’ll partner closely with financial advisors and serve as a primary point of contact for clients. You’ll assist with onboarding, account maintenance, meeting preparation, and day‑to‑day service needs. The ideal candidate is proactive, professional, and eager to grow within the wealth management field. Key Responsibilities Client Service & Relationship Support + Serve as a main point of contact for client inquiries and service needs + Support onboarding, account opening, transfers, and maintenance + Assist with financial planning data gathering and meeting preparation + Attend client meetings and help prepare or present supporting materials + Manage life‑event updates and ensure accurate, up‑to‑date client information Account Operations + Process cashiering requests (wires, journals, deposits, redemptions) + Handle subscription documents, cash management, and RMD support + Reconcile daily transactions and account activity for accuracy + Maintain compliant, organized client records and documentation Administrative & Team Support + Prepare reports, presentations, and client correspondence + Support internal projects, marketing efforts, and client events + Provide general administrative support to the advisory team + Participate in compliance and continuing‑education activities Skills & Attributes + Strong communication and relationship‑building skills + Highly organized, analytical, and detail‑oriented + Professional presence with a strong client‑facing demeanor + Friendly phone manner and strong service orientation + Self‑motivated, reliable, and adaptable in a fast‑paced environment + Ability to handle confidential information with discretion Requirements Ready to Learn More? If you’re excited to explore this opportunity, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and see how this role aligns with your career goals! Qualifications + Bachelor’s degree in Finance, Business, or a related field (or equivalent experience) + 2+ years of experience in one or more of the following: + Supporting high‑net‑worth clients at a CPA firm (tax experience a plus) + Serving as a Client Associate at an RIA, broker‑dealer, or major custodian (Schwab, Fidelity, etc.) + Solid understanding of investment products, account types, and basic regulatory requirements + Prior client service experience within financial services strongly preferred + Series 65 license (or willingness to obtain); Series 7/66 also valued + Proficiency with CRM systems, Microsoft Office, and financial planning software (eMoney 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. 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) .