Description Company Overview: This independent, growth-oriented wealth management firm delivers personalized, holistic financial strategies tailored to the unique needs of high-net-worth individuals and families. The firm integrates investment management with financial planning to address all aspects of a client’s financial life. With a diversified investment approach—blending ETFs, mutual funds, alternative strategies, and separately managed accounts—the firm is focused on both preserving and growing client wealth. Managing over $650M in assets, the team fosters a collaborative, entrepreneurial culture that emphasizes development, client service excellence, and long-term career growth. What We Offer + Flexible hybrid work structure with a centrally located office + Generous paid time off, including an extra week of vacation in either July or December + Strong commitment to development, including internal training and support for certifications + Direct engagement with firm leadership and opportunities for mentorship + Hands-on exposure to projects across investment research, client planning, and firm operations + Supportive and collegial workplace culture that values teamwork and employee well-being + Competitive benefits package including health, dental, vision, flexible spending accounts, 401(k) with match, annual reviews, and discretionary profit-sharing bonus Position Summary The Client Service Associate plays a critical role in delivering high-touch service to our clients. Working alongside experienced Wealth Advisors, this role acts as a central point of contact for clients, coordinating across internal teams and third-party custodians to ensure a seamless client experience. The ideal candidate will possess a service mindset, attention to detail, and a strong desire to contribute in a team-oriented environment. Key Responsibilities + Provide administrative and operational support to Wealth Advisors in managing high-net-worth client relationships + Serve as a primary point of contact for client service inquiries and requests + Maintain a strong understanding of each client’s needs, preferences, and objectives to ensure personalized service + Coordinate client meetings, prepare reports, and assist in the development of financial planning materials + Update and manage client data in financial planning tools and CRM systems + Prepare and process new account paperwork and documentation with accuracy and timeliness + Assist in transferring funds and securities and tracking transactions using custodian platforms + Maintain organized and up-to-date client records and ensure compliance with all regulatory requirements + Collaborate with internal teams to streamline service workflows and support broader firm initiatives + Proactively identify service improvements and help resolve client issues efficiently + Maintain strict confidentiality and uphold client trust in all matters Requirements Ideal Candidate Qualifications + 1–2 years of experience in wealth management or a related financial services role + Bachelor's degree preferred, but not required + Familiarity with investment operations or private investment administration is a plus + Strong interpersonal and communication skills, both written and verbal + High degree of professionalism, discretion, and client service orientation + Ability to work independently and manage multiple priorities in a fast-paced setting + Excellent organizational skills with meticulous attention to detail + Proficiency with Microsoft Office; experience with CRM systems (e.g., Salesforce), portfolio reporting tools (e.g., Tamarac), and custodial platforms (e.g., Schwab Advisor Center) is 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. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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) .