Description Ready to Take the Next Step? Let’s Connect! If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—happy to connect and learn more about you. Relationship Manager / Client Service Associate About the Firm A well‑respected boutique Registered Investment Advisor (RIA) with roughly half a billion dollars under management is seeking a Relationship Manager / Client Service Associate to join its close‑knit team. The firm is recognized for its supportive, family‑like culture, exceptionally low turnover, and commitment to delivering fiduciary, client‑first guidance. Team members enjoy strong work‑life balance, meaningful client relationships, and a collaborative environment where dedication and long‑term growth are truly valued. About the Role This position blends detail orientation with strong relationship‑building skills. You will play a key role in onboarding new clients, preparing documentation, maintaining client accounts, and supporting advisors across all areas of client service. You will also serve as a primary liaison between the firm and its custodial partners, ensuring seamless operations and delivering an exceptional client experience. This is an excellent opportunity for someone who wants mentorship from an experienced advisor, long‑term stability, and the ability to grow within the role. Key Responsibilities + Support advisors with onboarding and client transition activities + Coordinate account openings and asset transfers + Process distributions, including RMDs, and maintain annual RMD tracking + Partner with custodians to complete account service requests + Document all client interactions and follow‑ups in the CRM Why This Opportunity Stands Out + Excellent work‑life balance + Competitive base salary with annual reviews and merit‑based increases + Strong retirement offering (safe harbor + profit sharing) + Employer‑covered parking or transit pass + Discretionary bonuses + 4 weeks of PTO from day one + Comprehensive health benefits + A positive, people‑focused work environment with long‑tenured staff Requirements Ready to Learn More? If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—I’m happy to connect and discuss how this role supports your long‑term career goals. Qualifications + Bachelor’s degree required + 2–3 years of financial services experience in a client‑facing role + Strong understanding of taxable and retirement account types + Excellent written and verbal communication skills + Strong organizational skills with exceptional attention to detail + Proficiency in Word, Excel, and CRM systems 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) .