Client Service Associate

Description Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Thriving Wealth Management Firm | Palo Alto Hybrid; 3 Days onsite | $Base + Bonus + Top Tier Perks! Join a well-established wealth management firm supporting high-net-worth and ultra-high-net-worth individuals, families, and institutions. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships. The role offers a competitive compensation package with strong benefits, including a generous 401(k) match, comprehensive health coverage, unlimited PTO, free parking, cell phone and commuter stipends, support for CFP or CFA coursework. You'll work in a collaborative environment and a team-oriented culture with tons of growth opportunities. Responsibilities + Build trusted relationships with clients and anticipate their needs + Own the new client onboarding experience from start to finish + Partner closely with advisors on meaningful planning and investment work + Collaborate with accountants and attorneys on complex client needs + Support portfolios, reporting, and client deliverables in a high-volume setting For fastest consideration, reach out to Michelle Espejo via email or LinkedIn. Requirements + 2-4+ years of wealth management experience, ideally from another RIA + A proactive, detail-driven mindset with strong follow-through + Experience with Fidelity, Schwab, Orion, or Salesforce a plus + Confidence working directly with clients and internal teams + Comfort juggling multiple priorities in a fast-paced environment + Strong tech skills across Microsoft 365, CRM, and reporting tools Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within wealth management across the Bay Area. Happy to connect with professionals in the space, even if you're just curious about the market. 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 "," 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) .