Client Associate - $2B AUM and Career Growth

Please apply here and message me in LinkedIn for immediate consideration - Jeffrey Abrams

An established and highly respected private wealth management firm is seeking a Client Associate or Senior Client Associate to join a growing advisory team serving successful individuals, families, executives, and business owners. This is more than a traditional client service role. It is an opportunity to gain hands-on exposure to sophisticated wealth management, work alongside experienced advisors managing complex client relationships, and build the foundation for a long-term career in the advisory profession.

If you're passionate about financial planning, investments, client relationships, and professional growth, you'll find this environment encourages continuous learning, mentorship, and advancement.

• Direct exposure to high-net-worth and ultra-high-net-worth clients
• Opportunity to work closely with experienced Wealth Advisors and Portfolio Managers
• Clear professional development path with increasing responsibility
• Collaborative, team-oriented culture with strong mentorship
• Significant investment in employee growth and education
• Outstanding retirement program and comprehensive benefits package
• Beautiful San Francisco office and flexible hybrid work environment

As a Client Associate, you'll serve as a trusted partner to both clients and advisors, helping deliver an exceptional client experience while developing a deep understanding of wealth management operations, investment administration, and relationship management.

You'll become a key contributor to the advisory team, supporting client relationships, coordinating account activity, solving client needs, and ensuring operational excellence across a diverse range of financial planning and investment matters.

This role is ideal for someone who enjoys working directly with clients, thrives in a fast-paced environment, and aspires to grow into broader advisory responsibilities over time.

Qualifications:

You are naturally curious, client-focused, and eager to learn. You enjoy building relationships, solving problems, and helping clients navigate important financial decisions. You're looking for more than a support role—you want to build expertise and create a meaningful career in wealth management.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field
• 0–3+ years of experience in financial services, wealth management, banking, or client service
• Securities licenses (SIE, Series 7, Series 66) preferred or willingness to obtain within six months
• Interest in pursuing advanced professional designations such as CFP®, CFA®, CIMA®, or MBA
• Experience with CRM systems and Microsoft Office Suite
• Strong organizational and time management skills
• Exceptional written and verbal communication abilities
• Ability to manage multiple priorities while maintaining attention to detail
• Strong problem-solving skills and a proactive mindset
• Collaborative approach and willingness to learn from experienced professionals

Compensation

$80,000.00-$100,000.00 Yearly

About Us

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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