Robert Half · 11 hours ago
Client Service Associate at Reputable Wealth Management Firm
Palo Alto, CA
Full-time
Hybrid
Entry, Mid Level
$90K/yr - $115K/yr
2+ years expRobert Half is a reputable wealth management firm that supports high-net-worth and ultra-high-net-worth individuals, families, and institutions. The Client Service Associate will build trusted relationships with clients, own the new client onboarding experience, and collaborate with advisors and other professionals on complex client needs.
ConsultingHuman ResourcesRecruitingSecurity
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
Qualification
Required
2–4+ years of wealth management experience, ideally from another RIA
A proactive, detail-driven mindset with strong follow-through
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
Preferred
Experience with Fidelity, Schwab, Orion, or Salesforce a plus
Benefits
Generous 401(k) match
Comprehensive health coverage
Parking
Cell phone and commuter stipends
Support for CFP or CFA coursework
Company
Robert Half
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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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