Description Client Service & Operations Associate | Family Office | Bilingual (English/Spanish) | Series 6 & 77 We’re seeking a client-focused and detail-oriented professional to support day-to-day client service, operations, and compliance in a collaborative family office environment. This role is ideal for someone who enjoys variety, ownership, and working closely with clients and advisors. What You’ll Do: + Support client account administration including onboarding, money movements, account maintenance, and documentation + Assist with operational workflows such as trade tickets, rebalancing support, transaction processing, and recordkeeping + Help ensure compliance with RIA and regulatory requirements (Form ADV, W-8s, filings, and organized documentation) + Coordinate client meetings, prepare presentations and reports, and support ongoing client communications + Assist with loan coordination, payments, expense tracking, and third-party follow-ups + Collaborate across operations, investment, and administrative teams to keep workflows moving smoothly Once the candidate is familiar with the operations, hybrid schedule will apply. If you are interested in hearing more about this position, please call me 786-393-4588 or email Janet.Silva@roberthalfcom Requirements Must haves: + Active Series 6 and Series 77 licenses (required) + Bilingual English/Spanish strongly preferred + Experience in wealth management, RIA, family office, or financial services operations Highly organized, detail-oriented, and comfortable handling confidential information 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) .