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—looking forward to connecting and learning more about your background. 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 close‑knit, growing team. The firm delivers institutional‑level investment guidance and a virtual family office experience to a select group of clients. With a small, collaborative team and a highly personalized service model, this role is essential in ensuring a seamless, detail‑driven client experience. This opportunity is ideal for someone who thrives in a high‑integrity environment and enjoys combining client relationship support with operational problem‑solving. Position Overview The Client Service Associate (or Senior CSA, depending on experience) plays a pivotal role in client service, account administration, and operational support. You will work closely with advisors and clients to ensure smooth daily operations, exceptional responsiveness, and precise handling of all client needs. Because of 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 support follow‑up execution + Maintain accurate and organized 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 timely completion + Assist with compliance procedures and documentation management Internal Team Support + Prepare client reports and support CRM updates and task tracking + Collaborate with advisory and investment teams on planning and portfolio initiatives + Work with compliance consultants to ensure regulatory alignment + Contribute to efficient, high‑quality daily office operations Who Will Thrive in This Role + Service‑driven professionals who value precision and consistency + Individuals who enjoy being trusted partners to both clients and advisors + Those who perform well in a boutique, collaborative, and highly professional setting + Candidates who appreciate a role where accuracy, responsiveness, and exceptional client care are paramount 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—looking forward to connecting and discussing how this role supports your long‑term career goals. Qualifications Required + 3–7+ years of client service or operations experience in a wealth management or financial advisory environment + Exceptional attention to detail and strong organizational skills + Clear, professional written and verbal communication + High integrity, discretion, and a commitment to excellent 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 a 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) .