Senior Client Service Associate - Wealth Management, Robert Half

Senior Client Service Associate - Wealth Management

Robert Half

Location:

United States, Walnut Creek

Category:

Finance

Contract Type:

Employment contract

Salary:

Not provided

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Job Description:

Join a boutique financial firm known for its personalized approach to wealth management. This is a prime opportunity to work alongside experienced advisors, contribute to client success, and advance your expertise in financial planning.

Job Responsibility:

Support client onboarding and manage scheduling, preparation, and follow-ups
Maintain accurate CRM records and handle client service requests
Assist in financial planning analysis and data management
Participate in client meetings and strategy discussions
Act as a secondary advisor, leading client reviews and recommending investment updates

Requirements:

5+ years of wealth management experience
Bachelor’s degree in finance, accounting, or business
Strong organizational and communication skills
Ability to multi-task and work both independently and collaboratively

What we offer:

medical
vision
dental
life and disability insurance
401(k) plan

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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