Client Services Associate
Robert Half Finance & Accounting
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At a glance
Requirements
Credentials this posting asks for.
Job overview
Robert Half Finance & Accounting is hiring a Client Services Associate. The firm seeks a Client Services Associate to support two Wealth Advisors, delivering exceptional client experiences through relationship building, collaborative teamwork, and operational support within a stable boutique RIA managing roughly $1 billion in assets.
Key focus areas include Provide day-to‑to administrative and operational support to two Wealth Advisors., Serve as primary point of contact for client service requests, ensuring timely communication., and Prepare, process, and track new account openings, maintenance, money movements, transfers, and beneficiary updates..
Important skills include Account Opening, ACAT Transfers, Money Movements, Client Service Workflows, Organizational Skills, and Attention To Detail.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
Description
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
Location: Walnut Creek, CA
Salary: $85,000 - $100,000
Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM
We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.
This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.
Responsibilities
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Provide day-to-day administrative and operational support to two Wealth Advisors.
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Serve as a primary point of contact for client service requests, ensuring timely and professional communication.
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Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.
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Coordinate and follow up on client paperwork while ensuring accuracy and completeness.
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Assist with meeting preparation, client reviews, and follow-up items.
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Maintain accurate client records and documentation within the CRM.
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Work closely with Charles Schwab to process client requests and resolve account-related inquiries.
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Monitor outstanding service requests and proactively communicate updates to clients and advisors.
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Coordinate with custodians and other third-party providers to ensure a seamless client experience.
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Support ongoing operational projects and contribute to process improvements as needed.
Requirements
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2+ years of experience in a Client Service Associate, Client Relationship Associate, or Wealth Management Operations role.
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Experience supporting Financial Advisors within an RIA or Wealth Management firm.
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Hands-on experience working with Charles Schwab as a custodian (nice to have)
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Strong understanding of account opening, ACAT transfers, money movements, and general client service workflows.
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Exceptional organizational skills with strong attention to detail.
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Excellent verbal and written communication skills.
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Ability to manage multiple priorities in a fast-paced, client-focused environment.
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Proficiency with Microsoft Office; CRM experience is a plus.
Compensation & Benefits
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Base salary: $85,000-$100,000, depending on experience.
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Stable, collaborative team with strong tenure.
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Opportunity to join a growing boutique RIA committed to delivering personalized, high-touch service.
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Comprehensive benefits package.
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
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.
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