Description Client Service Associate (CSA) 📍 Mountain View, CA — Onsite 4 days/week (5 days/week for first 3 months) 💰 $90,000–$110,000 base (DOE) + Discretionary Bonus + Profit Sharing If interested in hearing more or just would like to chat about your financial career, ping Jennifer Fukumae on LinkedIn. About the Firm Join a highly respected, independent Registered Investment Advisor (RIA) with over $1.2 billion AUM serving approximately 250 high-net-worth clients—typically with $2M–$10M in assets. The firm has grown by more than $100M in the past year alone, driven by exceptional investment performance, strong client retention, and referrals. Here, you'll be part of a collaborative, client-first culture that values excellence, precision, and long-term relationships. The Opportunity As a Client Service Associate, you’ll be a trusted liaison between clients, advisors, and custodians—ensuring a seamless, white-glove experience at every interaction. This role is ideal for a seasoned CSA with RIA experience who thrives in a fast-paced, detail-driven, and people-focused environment. What You’ll Do + Serve as a primary point of contact for client requests, transactions, and inquiries. + Prepare, process, and track account paperwork (openings, transfers, contributions/distributions, maintenance). + Partner with advisors to prepare for and follow up on client meetings. + Coordinate with custodians and internal teams to resolve issues quickly and accurately. + Maintain meticulous and compliant client records. + Proactively suggest ways to improve processes and client experience. + Assist with ad-hoc projects, including compliance, reporting, and operations improvements. Requirements What We’re Looking For + 3+ years in client service or operations at an RIA or financial planning firm. + Exceptional interpersonal, written, and verbal communication skills. + High attention to detail, accuracy, and follow-through. + Warm, professional demeanor with a collaborative mindset. + Comfortable working onsite most of the week and fully engaged during onboarding. 💡 Why You’ll Love It Here + Meaningful work supporting clients with complex and rewarding financial goals. + Direct access to leadership and decision-makers. + A team culture that values professional growth, precision, and integrity. + Competitive compensation, bonus, and profit-sharing. Ready to bring your best to a top-tier RIA? Apply today and connect with Jennifer Fukumae on LinkedIn for faster consideration. 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) .