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 your background. Client Service Associate – Wealth Management A leading, long‑established wealth management firm in Palo Alto is seeking a Client Service Associate (CSA) to join its high‑performing, collaborative team. This role is ideal for someone who wants to put down long‑term roots, partner closely with experienced advisors, and thrive in a fast‑paced, client‑focused environment. About the Firm For decades, this firm has supported high‑net‑worth and ultra‑high‑net‑worth individuals, families, and institutions. With deep Bay Area roots and a commitment to personalized, relationship‑driven guidance, the team delivers highly tailored wealth planning and investment support. About the Role As a CSA, you will support a portfolio of HNW clients and serve as an essential member of the client service team. You’ll collaborate with advisors, coordinate across internal and external partners, and ensure clients receive exceptional service from onboarding through ongoing relationship management. Key Responsibilities + Strengthen client relationships by anticipating needs and delivering timely, proactive support + Lead and manage the end‑to‑end new client onboarding process + Coordinate with attorneys, accountants, and external client partners + Support planning initiatives, including equity compensation strategies and estate/legacy planning workflows + Prepare portfolio reports, research materials, and meeting deliverables Why This Opportunity Stands Out + Clear pathway for long‑term growth within a respected wealth management organization + Strong mentorship and exposure to sophisticated planning strategies + Hybrid schedule (onsite Tue/Thu + flexible third day) + Supportive, people‑first culture where collaboration is highly valued Compensation & Benefits + Competitive base salary + annual discretionary bonus + Generous 401(k) match + Health, dental, and vision coverage + Parking, commuter benefits, and phone stipend + Casual dress when not meeting with clients + Financial support for CFP® or CFA certification + Free lunch Fridays + fully stocked kitchen 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—happy to connect and discuss how this role supports your long‑term career goals. Ideal Experience + 1–4+ years in wealth management, an RIA, brokerage firm, or family office + Experience with Fidelity, Schwab, Orion, and/or Salesforce strongly preferred + Bachelor’s degree or equivalent professional experience + Strong communication skills with exceptional attention to detail + Proactive, organized, and comfortable managing multiple priorities + Team‑oriented mindset with the ability to work independently + Thrives in a high‑volume environment and enjoys contributing across different areas 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) .