Description Client Service Associate – Wealth Management A rapidly growing Registered Investment Advisory firm is seeking a Client Service Associate to join its team. This role is ideal for someone who wants to deepen their expertise in wealth management, work closely with senior advisors, and build a long‑term career in a collaborative, high‑performing environment. The firm has grown significantly through client referrals, maintains strong retention, and offers a highly educational workplace with training in industry‑leading technologies such as FactSet, Bloomberg, and Morningstar tools. You will receive hands‑on development in portfolio operations, client service, compliance processes, and performance reporting. About the Role As a Client Service Associate, you will play a critical role in delivering a high level of service to sophisticated clients and supporting advisors across all aspects of operations and client management. You’ll be deeply involved in both client‑facing tasks and back‑office responsibilities, ensuring a smooth and accurate client experience. Key Responsibilities + Provide high‑touch service to sophisticated clients + Prepare and process account paperwork, transfers, new accounts, and trade requests in a timely manner + Assist with client meetings by preparing performance, attribution, and investment reports + Maintain and organize confidential client documentation, legal and financial records, and correspondence + Handle ongoing compliance tasks in accordance with firm policies + Reconcile client portfolio accounts against custodial records to ensure accuracy + Monitor client emails, prepare meeting notes, and track scheduling and follow‑up items + Support back‑office reconciliation, portfolio monitoring, and operational processes + Assist with performance reporting, including contribution and attribution analysis + Support web‑based client meetings and operational workflows + Provide assistance with international banking logistics and asset movement What Makes This Opportunity Stand Out + Clear career path with potential advancement into leadership roles + Low‑turnover environment with strong mentorship and internal development + Access to industry‑leading technology and ongoing training + Excellent work‑life balance within a stable and growing firm + Highly client‑focused culture with strong referral‑based growth + Firm supports professional designations (e.g., Series 65, CFP) Requirements Qualifications + Bachelor’s degree required (Finance, Business, or related field ideal) + 5+ years of experience in wealth management, financial services, banking, or brokerage + Strong analytical, organizational, and problem‑solving abilities + Excellent verbal and written communication skills; high attention to detail + Ability to work in a small, collaborative environment where multiple hats are worn + Preference for local candidates due to on‑site responsibilities + Experience with Fidelity or Schwab platforms, Salesforce, or Black Diamond is a plus 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) .