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Robert Half
Client Service Associate Boutique RIA Firm
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Job Description
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.
San Mateo, CA | Remote Flexibility AvailableJennifer Fukumae with Robert Half's Financial Services Division is partnering with a growing, client-focused wealth management firm in San Mateo that is looking to add a Client Service Associate to its team. This is a great opportunity to join an expanding advisory practice and work closely with Financial Advisors to support high-net-worth clients and their day-to-day financial needs. The firm offers a collaborative team environment, a strong focus on client relationships, and the flexibility to work remotely.
ResponsibilitiesCoordinate new account openings, account transfers, and ongoing account maintenance.
Process beneficiary changes, address updates, money movement requests, and other account-related transactions.
Assist with insurance applications and related paperwork, including gathering and organizing required client information.
Communicate directly with clients via phone and email to gather documentation, provide updates, and address account-related questions.
Work with custodians, financial advisors, and internal team members to ensure client requests are handled accurately and efficiently.
Review account paperwork and documentation for accuracy and completeness prior to submission.
Maintain organized and up-to-date client records, ensuring proper documentation and recordkeeping.
Provide day-to-day administrative and operational support to Financial Advisors and the broader advisory team.
Assist with additional client service initiatives and operational projects as needed.
San Mateo, CA | Remote Flexibility AvailableJennifer Fukumae with Robert Half's Financial Services Division is partnering with a growing, client-focused wealth management firm in San Mateo that is looking to add a Client Service Associate to its team. This is a great opportunity to join an expanding advisory practice and work closely with Financial Advisors to support high-net-worth clients and their day-to-day financial needs. The firm offers a collaborative team environment, a strong focus on client relationships, and the flexibility to work remotely.
ResponsibilitiesCoordinate new account openings, account transfers, and ongoing account maintenance.
Process beneficiary changes, address updates, money movement requests, and other account-related transactions.
Assist with insurance applications and related paperwork, including gathering and organizing required client information.
Communicate directly with clients via phone and email to gather documentation, provide updates, and address account-related questions.
Work with custodians, financial advisors, and internal team members to ensure client requests are handled accurately and efficiently.
Review account paperwork and documentation for accuracy and completeness prior to submission.
Maintain organized and up-to-date client records, ensuring proper documentation and recordkeeping.
Provide day-to-day administrative and operational support to Financial Advisors and the broader advisory team.
Assist with additional client service initiatives and operational projects as needed.
Benefits
- Dental Insurance