Robert Half · 1 day ago
Client Services Associate at Boutique Wealth Management Firm
Mill Valley, CA
Full-time
Hybrid
Mid, Senior Level
$80K/yr - $150K/yr
3+ years expRobert Half is a specialized talent solutions firm known for connecting qualified job seekers with great companies. They are seeking a Client Services Associate for a boutique wealth management firm that provides exceptional service to ultra-high-net-worth families and private foundations. The role involves managing client service requests, account onboarding, and maintaining accurate client records while supporting a high-caliber client base.
ConsultingHuman ResourcesRecruitingSecurity
Responsibilities
Act as a primary contact for client service requests
Manage account onboarding, money movement, and account maintenance
Coordinate client meetings, materials, and follow-ups
Maintain accurate client records, CRM updates, and documentation
Work with custodians to process paperwork and resolve issues
Monitor daily transactions and workflows for accuracy
Support compliance processes and record retention
Qualification
Required
3–7+ years of client service or operations experience in wealth management ideally with UHNW clients
Strong attention to detail and organization
Clear, professional communication skills
High integrity and a client-first mindset
Preferred
Experience with custodial platforms such as Schwab Advisor Center
Familiarity with CRM or reporting systems like Black Diamond
Benefits
Medical
Vision
Dental
Life and disability insurance
401(k)
Company
Robert Half
🔒 At Robert Half, we prioritize your security—if you believe you've encountered a scam or fraudulent recruiter, please report it immediately to https://www.roberthalf.com/us/en/fraud-alert.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Keith Waddell
President and CEO
Paul Gentzkow
President and Chief Executive Officer, Talent Solutions
Recent News
EIN Presswire
2025-04-14
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