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 Service Associate (CSA) / Senior Client Service Associate Boutique Wealth Management | UHNW Clients | High‑Touch Service About the Firm A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking a Client Service Associate to join its tight‑knit, growing team. The firm provides institutional‑quality investment advice and a virtual family office experience to a select group of clients. With a small team and a highly personalized service model, this role is critical in delivering a seamless, detail‑perfect client experience. This is an excellent opportunity for someone who thrives in a high‑integrity environment and enjoys both relationship management and operational problem‑solving. Position Overview The Client Service Associate (or Senior CSA, depending on experience) plays a central role in client service, account administration, and operational support. You’ll work closely with advisors and clients to ensure smooth daily operations, exceptional responsiveness, and accurate handling of all client requests. Due to the lean team structure, this role also supports compliance, reporting, and general business operations. Key Responsibilities Client Relationship Support + Serve as a primary point of contact for client service requests + Manage onboarding, money movement (wires, ACH, RMDs, transfers), and account maintenance + Prepare materials for client meetings and assist with follow‑up tasks + Maintain accurate client records and documentation Custodial & Operational Support + Coordinate with custodians (e.g., Schwab) to process forms and resolve issues + Monitor daily workflows and transactions for accuracy and completion + Assist with compliance processes and documentation retention Internal Team Support + Prepare client reports and assist with CRM updates and task management + Collaborate with the advisory and investment teams to support planning and portfolio work + Support compliance consultants to ensure regulatory alignment + Contribute to efficient daily office operations Who Will Thrive in This Role + Service‑driven professionals who value precision and high‑quality work + Individuals who enjoy being a trusted support partner to both clients and advisors + Those who thrive in a boutique, collaborative, and highly professional environment + Candidates who appreciate a role where accuracy, responsiveness, and client care are paramount 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 Required + 3–7+ years of client service or operations experience in a wealth management or financial advisory setting + Exceptional attention to detail and organization + Strong written and verbal communication skills + High integrity, discretion, and commitment to client service + Proficiency with Microsoft Office Preferred + Experience with custody platforms (e.g., Schwab Advisor Center) + Familiarity with CRM or portfolio reporting tools (e.g., Black Diamond) + Bachelor’s degree in business, finance, or related field + Interest in financial planning or investment management 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) .