Senior Client Service Associate, Robert Half

Senior Client Service Associate

Robert Half

Location:

United States, Walnut Creek

Category:

Finance

Contract Type:

Employment contract

Salary:

80000.00 - 120000.00 USD / Year

Save Job

Apply Position

Job Description:

A well-established Wealth Management (RIA) firm is seeking a full-time experienced Client Service Associate to join their team. The Senior Client Service Associate works alongside a Senior Financial Advisor to provide top-tier support to both current and potential clients. Join a dynamic, collaborative team that values teamwork and client success!

Job Responsibility:

Working closely with financial advisors to facilitate a smooth onboarding process for new clients
Coordinating and managing client and prospect meetings, including scheduling, preparation, and follow-up
Maintaining and updating CRM systems to ensure accurate client and prospect records
Attending client meetings under the guidance and supervision of a financial advisor
Handling client service tasks such as collecting financial planning information, managing account setup and maintenance, and addressing inquiries
Engaging and contributing to team meetings and discussions

Requirements:

Current Series 65 (or willingness to obtain within 6 months of employment)
3+ years of experience working in the financial services industry
Experience with account custodians

What we offer:

Bonus
Medical, vision, dental, and life and disability insurance
401(k) plan

Additional Information:

Job Posted:

March 24, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Welcome to CrawlJobs.com –
Your Global Job Discovery Platform

At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.