Job Information
Robert Half Client Service Associate | Walnut Creek in Walnut Creek, California
Description
Jennifer Fukumae with Robert Half Financial Services division is partnering with a growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients.
The position blends relationship management, financial planning support, and operational oversight, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process.
This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships.
For quickest consideration, please send a message to Jennifer Fukumae on Linkedin!
Key Responsibilities
Client Relationship Management
Partner with financial advisors to support onboarding and integration of new client relationships
Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items
Maintain accurate client and prospect records across CRM and internal systems
Serve as a trusted support partner during client meetings and relationship management activities
Lead select client review meetings and assist with presenting financial planning updates
Financial Planning & Client Support
Gather and organize client financial data to support comprehensive planning and investment strategy discussions
Assist with preparation and implementation of financial plans
Respond to client inquiries regarding accounts, transactions, and planning-related requests
Support account opening, maintenance, and servicing across multiple custodial platforms
Ensure all client interactions and activities are documented within CRM systems
Operations & Administration
Manage day-to-day client service tasks and ensure a seamless client experience
Support advisors with operational and administrative workflows tied to client servicing
Assist with various team projects and internal initiatives as needed
Compliance & Risk Oversight
Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards
Monitor account activity and escalate potential compliance concerns when appropriate
Maintain proper documentation and records for client interactions and transactions
Team Collaboration
Work closely with advisors and internal stakeholders to support client strategies and investment implementation
Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency
Assist with special projects and initiatives that support the growth of the advisory practice
Requirements
Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent industry experience)
3–5+ years of experience within wealth management, financial advisory, brokerage, or investment operations
Strong understanding of investment products, account structures, and regulatory frameworks
Excellent interpersonal and client relationship skills
Experience working with CRM systems, financial planning tools, and Microsoft Office
Series 65 license (or equivalent) preferred or willingness to obtain
Core Competencies
Strong client service orientation and relationship management mindset
Exceptional organization and attention to detail
Ability to manage multiple priorities in a fast-paced advisory environment
Solid understanding of financial markets, investment strategies, and planning concepts
Collaborative approach with the ability to work across teams
? Why This Role?
This position offers the opportunity to work closely with experienced advisors, deepen your exposure to financial planning and portfolio strategy, and build meaningful relationships with sophisticated clients. It is ideal for someone looking to grow within the wealth management industry while making a direct impact on client experience.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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