About the Role

Robert Half is proud to partner with a thriving Registered Investment Advisor (RIA) firm in San Jose, California, to find a dynamic Client Service Associate. This full-time position offers an exciting opportunity to join a rapidly growing wealth management team renowned for its client-centric approach, cutting-edge technology, and unwavering commitment to excellence. As a Client Service Associate, you will play a pivotal role in delivering top-tier service to high-net-worth clients, supporting financial advisors, and contributing to the firm's continued success in the competitive San Jose financial landscape.

Located in the heart of Silicon Valley, this role is perfect for motivated professionals passionate about finance, client relationships, and wealth management. With a competitive salary starting at $90,000 per year, plus comprehensive benefits, this position provides stability and growth potential in one of the nation's most vibrant economic hubs. Whether you're assisting in client meetings, processing transactions, or ensuring regulatory compliance, your contributions will directly impact client satisfaction and firm performance.

This is more than just a job—it's a career-launching opportunity at a firm that values innovation, teamwork, and professional development. If you thrive in a fast-paced environment and have a knack for exceptional client service, apply today through Robert Half and connect with Michelle Espejo via LinkedIn or email for immediate consideration.

Key Responsibilities

Client-Facing Duties

• Deliver outstanding client service by addressing inquiries promptly and professionally.
• Participate actively in client meetings, preparing agendas, materials, and follow-up summaries.
• Build and maintain strong, long-term relationships with clients through personalized support.

Operational and Compliance Tasks

• Maintain meticulous, up-to-date client documentation in compliance with industry standards.
• Process client transactions with precision and timeliness to ensure seamless operations.
• Adhere strictly to regulatory rules, including SEC guidelines and firm-specific policies.
• Support virtual meetings (web calls) and assist with international banking requirements.

Team Collaboration

• Collaborate with financial advisors and back-office teams to enhance service delivery.
• Monitor client portfolios for discrepancies and escalate issues as needed.
• Contribute to process improvements using innovative firm technology.

Required Qualifications

To excel in this Client Service Associate role, candidates should possess a blend of education, experience, and soft skills tailored to the wealth management sector. Key qualifications include:

• A Bachelor's degree in Finance, Business Administration, Economics, or a related discipline.
• 1-3 years of hands-on experience in client services, financial advising support, or wealth management operations.
• Deep knowledge of financial regulations, compliance protocols, and best practices in RIA environments.
• Exceptional verbal and written communication skills for client interactions and team coordination.
• Proficiency in tools like Microsoft Office, CRM platforms (e.g., Salesforce), and financial software.
• Demonstrated ability to manage confidential information with the highest level of integrity.
• Strong organizational skills and attention to detail for handling documentation and transactions.
• Tech-savvy with experience in video conferencing tools and international wire transfers.

Previous exposure to high-net-worth client servicing is highly desirable. Robert Half candidates with a Series 7 or 65/66 license will stand out.

Why Join Us

Joining this thriving RIA through Robert Half means stepping into a world-class wealth management firm that prioritizes employee success as much as client outcomes. Benefits include a competitive salary range of $90,000+, performance bonuses, full medical/dental/vision coverage, 401(k) matching, and ample PTO. The firm fosters a collaborative culture with regular team-building events, cutting-edge tech integrations like AI-driven analytics, and clear paths for advancement to senior associate or advisor roles.

San Jose, CA, offers an unparalleled lifestyle—proximity to tech giants, mild weather, and a booming economy. Grow your career in wealth management while enjoying California's innovation epicenter. Rapid firm growth translates to abundant opportunities for high performers.

Ready to elevate your career? Contact Michelle Espejo via LinkedIn or email today for details and fast-tracked placement. Robert Half: Connecting top talent with premier opportunities in San Jose wealth management.

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