Senior Client Service Associate - Wealth Management
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Senior Client Services Associate| Wealth Management Firm| Walnut Creek
Join a respected wealth management firm known for delivering an exceptional client experience and thoughtful, strategic advice to high-net-worth individuals. The culture is collaborative, growth-oriented, and built on trust. You’ll have real ownership, a voice in strategy, and the opportunity to build lasting client relationships. Competitive pay, ongoing training, and clear growth potential included.
Responsibilities
- Partner with advisors to onboard new clients and deliver white-glove service
- Lead and support client meetings, including reviews and plan presentations
- Open and maintain accounts; handle client inquiries and service requests
- Keep CRM records accurate and fully documented
- Act as a primary contact for client servicing and proactively anticipate needs
- Monitor account activity and ensure compliance with industry regulations
- Collaborate on investment strategy and participate in team initiatives
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Qualifications:
- Bachelor’s degree or equivalent experience
- 3–5 years in wealth management
- Strong knowledge of investment products, account types, and regulations
- Series 65 is a major plus
- Confident communicator with strong relationship management skills
- Detail-oriented, organized, and comfortable juggling priorities
- Tech savvy with CRM and portfolio management systems
Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.
Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within wealth management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.
Compensation
$70,000.00-$120,000.00 YearlyAbout 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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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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