Description Job Posting: Client Service Associate – Wealth Management A boutique wealth management firm located in the heart of Walnut Creek, CA, is seeking a dedicated and personable Client Service Associate to join its growing team. This firm is known for delivering highly personalized financial advice to a select group of clients, with a strong emphasis on relationship-building, integrity, and long-term success. With over 15 years of experience in the advisory space, the team is people-first, client-focused, and driven by referrals and reputation. Position Overview The Client Service Associate will serve as a key liaison between clients and advisors, ensuring a seamless and exceptional client experience. This role is ideal for someone who thrives in a fast-paced, service-oriented environment and is passionate about helping others. The successful candidate will be proactive, detail-oriented, and capable of managing multiple tasks while maintaining a high level of professionalism. Key Responsibilities + Assist clients with beneficiary updates, wire transfers, and rollover requests. + Respond promptly to client inquiries and provide support across a range of financial services. + Facilitate smooth onboarding for new clients and maintain strong, ongoing relationships with existing ones. + Prepare and process client transactions, including deposits, withdrawals, and account updates. + Collaborate with financial advisors to ensure client needs are met and aligned with their financial plans. + Maintain accurate and up-to-date client records in the firm’s CRM system (Salesforce). + Follow up on pending client requests and ensure timely resolution. + Uphold confidentiality and security of client information. + Provide administrative support, including preparing reports, presentations, and client-facing materials. Why Join This Team? + Be part of a close-knit, collaborative team that values personal and professional growth. + Work in a firm that prioritizes people, relationships, and long-term success. + Enjoy a dynamic role with variety, responsibility, and the opportunity to make a meaningful impact. Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect! Requirements Qualifications + Bachelor’s degree required. + 2+ years of experience in client service, preferably within wealth management or financial services. + Familiarity with broker-dealer platforms; experience with LPL is strongly preferred. + Strong communication skills and a professional demeanor. + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred). + Highly organized with strong attention to detail. + Ability to multitask, prioritize, and manage client needs efficiently. + Commitment to punctuality, reliability, and client-first service. Preferred Skills + Experience in a financial or wealth management firm. + Knowledge of financial products and services. + FINRA Series 7 and 66 licenses preferred but not required. + Bilingual abilities are a plus. Excited about this role? We’d love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christan (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move. 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) .