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! Senior Client Service Associate Walnut Creek, CA | Onsite $90–120K Base + Bonus A growing wealth management firm is seeking a Senior Client Service Associate to partner closely with a Senior Financial Advisor and support a high‑touch, relationship‑driven client experience. This is an onsite role in newly built, modern office space and offers strong visibility, meaningful client interaction, and opportunities to contribute across both client service and financial planning functions. Position Summary The Senior Client Service Associate will support advisory teams with client onboarding, meeting preparation, financial planning data gathering, account management, and ongoing service needs. This role also includes opportunities to lead client review meetings, present financial plans, and serve as a secondary advisor to select client relationships. Key Responsibilities Client & Account Management + Support smooth onboarding for new clients + Schedule and prepare for client/prospect meetings; manage follow‑ups + Maintain accurate client and prospect data in the CRM + Serve as a “second chair” advisor and independently lead select client meetings + Present financial plans and assist with review discussions Administrative & Operational Support + Complete client service tasks, including data gathering, account setup, maintenance, and general inquiries + Document all interactions and service tasks within the CRM + Provide general support for departmental projects as needed Client Communication + Act as the primary point of contact for account servicing and transaction inquiries + Proactively engage clients to ensure needs are met and questions are addressed promptly Compliance + Follow established procedures to ensure compliance with firm policies and regulatory requirements + Monitor client account activity and escalate potential issues Team Collaboration + Perform foundational advisory functions and support a small set of clients as needed + Collaborate with the investment team on strategy recommendations and execution + Participate in team and staff meetings to support consistent service delivery + Assist with firmwide projects assigned by leadership 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 in Finance, Business, or related field (or equivalent experience) + 3–5 years of experience in wealth management, financial services, or brokerage operations + Strong knowledge of investment products, account types, and regulatory requirements (FINRA/SEC) + Excellent communication skills and a client‑centric mindset + Proficiency with CRM systems, portfolio management tools, and Microsoft Office + Series 65 (or equivalent) required 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) .