Client Service Associate | Established RIA Firm!
If you are early in your wealth management journey and want to join an established Wealth Management firm, please message Jennifer Fukumae on LinkedIn for quickest consideration!
Jennifer Fukumae with Robert Half is partnering with a highly reputable Wealth Management firm overseeing $70B+ in client assets to identify a Client Service Associate for their growing San Francisco office.
This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment.
This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services.
Key Responsibilities:
• Provide daily client service and operational support across a high-net-worth client base
• Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients
• Open and maintain client accounts, including documentation, ACATS/DTC transfers, billing, and account updates
• Manage client transactions including wires, disbursements, trade requests, and account maintenance
• Monitor account activity across trades, cash flow, performance, fees, and allocations
• Support client communication related to account activity, performance, reporting, and service inquiries
• Maintain accurate records and pipeline tracking within Salesforce
• Assist with reporting, analysis, and ad hoc client requests
Qualifications:
• 0–3+ years of experience in client service, operations, or financial services
• Bachelor’s degree required
• SIE, Series 7, and Series 66 preferred (or willingness to obtain within 6 months)
• Strong CRM experience (Salesforce preferred)
• Familiarity with wealth platforms such as eMoney, Aladdin Wealth, and DocuSign is a plus
• Strong communication, organization, and attention to detail
• Ability to thrive in a fast-paced, deadline-driven environment
What Makes This Role Stand Out:
• High-growth office with strong internal mobility and career development
• 15% employer 401(k) contribution (not just a match)
• Exceptional benefits package
• Collaborative, bi-coastal team culture
• Modern office in San Francisco Financial District
• Strong emphasis on learning, development, and long-term career growth
This is not a static support role—it's a launchpad into a long-term career in wealth management and advisory services.
If you're interested in building your career in a high-performing, growth-oriented environment, I’d love to connect.
Compensation
$80,000.00-$100,000.00 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.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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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