Description Overview: A boutique wealth management firm is seeking a Client Service Associate to join its growing team. With a strong foundation built on over 15 years of advisory experience, the firm offers a people-first culture and a highly personalized approach to financial planning. The team serves a stable, referral-based client base and is committed to delivering exceptional service and long-term financial guidance. This role is ideal for a detail-oriented and client-focused individual who thrives in a collaborative environment and is passionate about building lasting relationships. Key Responsibilities: + Serve as the primary point of contact for client service needs + Assist clients with beneficiary updates, wire transfers, and rollover requests + Support client onboarding and ensure a smooth, welcoming experience + Process client transactions including deposits, withdrawals, and account updates + Maintain accurate client records using CRM software (Salesforce preferred) + Collaborate with financial advisors to align service with client financial plans + Respond promptly to client inquiries and follow up on pending requests + Prepare client-facing materials, reports, and presentations + Ensure confidentiality and security of client information + Provide general administrative support to the advisory team Preferred Skills: + Prior experience in a financial advisory or wealth management firm + Working knowledge of financial products and services + Licenses such as Series 7 and 66 are a plus but not required Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect! Requirements Qualifications: + Bachelor’s degree required + Minimum of 2 years of client service experience, preferably in financial services or wealth management + Familiarity with broker-dealer platforms (experience with LPL is a plus) + Strong written and verbal communication skills + Good demeanor and ability to interact with high-net-worth clients + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred) + Excellent organizational skills and attention to detail + Ability to multitask and manage multiple client requests + Commitment to punctuality, reliability, and client-first service + Ability to maintain confidentiality and adhere to firm policies Excited about this role? We’d love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christan (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move. 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) .