Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you're just curious about the market. ✨ Client Service Associate📍 Remote🏢 Growing & Independent Wealth Management Firm💰 Base + Bonus Looking for a role where you can make a real impact on the client experience?

A growing and highly regarded independent wealth management practice is seeking a Client Service Associate to become a key member of its client operations team. This is an opportunity to join a stable, relationship-driven advisory firm that values exceptional service, collaboration, and long-term career growth.

What You'll Be DoingAs the Client Service Associate, you'll play a central role in supporting clients, advisors, and the overall operation of the practice by:

Managing client account servicing, including account openings, transfers, money movements, beneficiary updates, rollovers, and distribution requests.

Coordinating insurance and annuity processes from application through policy delivery, including underwriting follow-up and client communication.

Serving as a primary client contact for service requests, documentation collection, account maintenance, and general inquiries.

Maintaining accurate client records and workflow tracking within CRM and financial planning systems.

Supporting financial planning initiatives through client onboarding, data gathering, account aggregation, and document organization.

Coordinating advisor calendars and scheduling client meetings.

Monitoring operational workflows, compliance requirements, and regulatory documentation.

Collaborating with custodians, carriers, and internal team members to ensure seamless execution of client requests.

Managing referral and prospect engagement activities, client appreciation initiatives, and marketing campaigns.

Assisting with social media content and digital engagement efforts across multiple platforms.

Providing ongoing operational support and helping drive process improvements across the practiceWhy Candidates Are Excited About This Opportunity✅ Direct exposure to advisors, clients, and financial planning activities rather than purely administrative work.✅ Opportunity to build expertise across wealth management operations, insurance, financial planning, and client relationship management.✅ High-impact role where your contributions will be visible and appreciated.✅ Stable and established practice with a strong reputation and long-term growth outlook.✅ Collaborative team environment that values professionalism, flexibility, and work-life balance.✅ Excellent fit for someone seeking a long-term career path in wealth management operations and client service.