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Client Services Associate at Wealth Management Firm

Job

Robert Half

Alamo, TN (In Person)

Full-Time

Posted 4 weeks ago (Updated 3 weeks ago) • Actively hiring

Expires 5/28/2026

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Job Description

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate| Wealth Management Firm| Walnut Creek| Hybrid; 2 days onsite Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning.

You'll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes. ResponsibilitiesPrepare estate and trust summaries and review entity structuresDraft client-ready materials and handle internal requestsTrack deliverables, manage workflows, and coordinate calendarsServe as a point of contact for select inquiriesConduct research and provide analytical support to the Tax and Estate Planning teamFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

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