Description Ready to Take the Next Step? Let’s Connect! If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you! Relationship Manager / Client Service Associate About the Firm A well‑respected, boutique Registered Investment Advisor (RIA) with approximately half a billion dollars under management is seeking a Relationship Manager / Client Service Associate to join their close‑knit team. The firm is known for its supportive, family‑like culture, exceptionally low turnover, and commitment to delivering fiduciary, client‑first guidance. Team members enjoy strong work‑life balance, meaningful client relationships, and a collaborative environment where dedication and long‑term growth are valued. About the Role This role requires a unique combination of detail orientation and relationship‑building skills. You will play a key part in onboarding new clients, preparing account documentation, maintaining client accounts, and supporting advisors in all facets of client service. You will serve as a primary liaison between the firm and its custodial partners, ensuring smooth operations while delivering exceptional client experiences. This is a great opportunity for someone who wants mentorship from experienced advisors and room to grow—while still having the ability to build a long‑term career in this role. Key Responsibilities + Support advisors in onboarding new clients and facilitating smooth transitions + Coordinate the opening of new accounts and transfer of assets + Process distributions, including RMDs; maintain annual RMD tracking + Work directly with custodians to process account service requests + Document all client interactions and follow‑up in the firm’s CRM Why You’ll Love This Opportunity + Excellent work‑life balance + Competitive base salary with annual reviews and merit‑based increases + Strong retirement offering (safe harbor + profit sharing) + Employer-covered parking or transit pass + Discretionary bonuses + 4 weeks of PTO from the start date + Comprehensive health benefits + A positive, people‑focused work environment with long-tenured staff Requirements Ready to Learn More? If you’re excited to explore this opportunity, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and see how this role aligns with your career goals! Qualifications + Bachelor’s degree required + 2–3 years’ experience in financial services in a client‑facing role + Series 65 license (or ability to obtain within 30 days) + Strong understanding of taxable and retirement account types + Excellent verbal and written communication skills + Strong organizational skills with high attention to detail + Proficiency in Word, Excel, and CRM systems 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) .