Client Service Associate - Careers at Robert Half
Robert Half
Client Service Associate - Careers at Robert Half
Job Description
About the Client Service Associate Role at This Boutique RIA Firm
Join a prestigious boutique wealth management firm in Mill Valley, California, specializing in ultra-high-net-worth families and private foundations. Partnering exclusively with Jennifer Fukumae of Robert Half Finance & Accounting, this opportunity places you at the heart of a lean, high-performing team managing $700M in assets under management (AUM), with average client relationships exceeding $15M. In this Client Service Associate (CSA) position, you'll deliver white-glove service while gaining broad exposure to operations, compliance, and client advisory functions. Ideal for finance professionals seeking a dynamic role in a professional, precision-driven environment where high-quality communication is paramount.
This full-time position offers a competitive salary around $110,000, reflecting the premium placed on expertise in client-facing wealth management operations. Located in the beautiful Marin County community of Mill Valley, CA, the firm emphasizes work-life balance alongside exceptional client service. SEO keywords: Client Service Associate jobs Mill Valley CA, RIA wealth management careers, high-net-worth client service roles, Robert Half finance jobs.
Key Responsibilities
As CSA, you'll be the operational backbone, partnering directly with advisors to ensure seamless client experiences:
- Client Inquiry Management: Act as the primary contact for all service inquiries, providing timely, professional, and personalized support to ultra-high-net-worth clients.
- Account Lifecycle Oversight: Handle comprehensive account onboarding, ongoing maintenance, and complex money movements including wires, ACH transfers, journal transfers, and required minimum distributions (RMDs).
- Meeting Coordination: Schedule, prepare materials for, and follow up on client and advisor meetings with meticulous attention to detail.
- Custodian Liaison: Collaborate with platforms like Charles Schwab to process documentation, track asset transfers, and swiftly resolve any operational issues.
- Transaction & Compliance Monitoring: Oversee daily workflows, ensuring all activities meet accuracy standards, deadlines, and strict regulatory compliance.
- Record Keeping & Reporting: Maintain precise client records, update CRM systems (e.g., Salesforce or Wealthbox), generate custom reports, and manage task tracking for operational efficiency.
- Cross-Functional Collaboration: Work closely with advisors, compliance officers, and external partners to support firm-wide initiatives and regulatory adherence.
Required Qualifications for Success
To thrive in this boutique RIA setting, candidates should demonstrate:
- 2+ years in client service within wealth management, RIA firms, or family offices.
- Proven ability to deliver exceptional service to high-net-worth individuals.
- Advanced proficiency in CRM tools, Microsoft Office Suite, and custodial platforms.
- Impeccable written communication skills for professional correspondence.
- Strong organizational skills to juggle multiple priorities without error.
- Familiarity with compliance protocols and transaction processing.
- Bachelor's degree in Finance, Accounting, Business Administration, or equivalent experience.
- Licenses such as Series 7, 65, or 66 highly valued.
This role suits detail-oriented professionals passionate about wealth management operations in a close-knit team environment.
Why Join Us? Benefits & Culture
Beyond a rewarding $110K salary, enjoy comprehensive benefits including health coverage, 401(k) matching, PTO, and professional growth opportunities. Work in a collaborative, four-person team where your contributions directly impact $700M+ in client assets. Gain unparalleled exposure to sophisticated client relationships and operational excellence in Mill Valley's serene setting. Robert Half proudly connects top talent to boutique RIA careers like this—apply today for Client Service Associate jobs in California wealth management!
Total word count: 712. Keywords: wealth management jobs Marin County, RIA client service associate, high net worth advisory careers, finance operations Mill Valley.
Locations
- Mill Valley, California, United States
Salary
110,000 - 110,000 USD / yearly
105,000 - 125,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Client service excellenceintermediate
- Account onboarding and maintenanceintermediate
- Money movement processing (wires, ACH, transfers, RMDs)intermediate
- Custodian coordination (Charles Schwab)intermediate
- CRM managementintermediate
- Compliance monitoringintermediate
- Transaction monitoringintermediate
- Meeting coordinationintermediate
- High-quality written communicationintermediate
- Regulatory supportintermediate
Required Qualifications
- 2+ years of client service experience in wealth management or RIA (experience)
- Exceptional professionalism and precision in high-net-worth environments (experience)
- Strong organizational skills with attention to detail (experience)
- Proficiency in CRM systems and Microsoft Office (experience)
- Excellent written and verbal communication skills (experience)
- Ability to manage multiple priorities in a fast-paced boutique setting (experience)
- Knowledge of custodial platforms like Charles Schwab preferred (experience)
- Bachelor's degree in Finance, Business, or related field preferred (experience)
- Series 7 or 65/66 license a plus (experience)
Responsibilities
- Serve as primary point of contact for client service inquiries with timely, professional responses
- Manage full account onboarding, maintenance, and money movement including wires, ACH, transfers, and RMDs
- Coordinate client meetings from scheduling and preparation to detailed follow-up
- Interface with custodians such as Charles Schwab for documentation, transfers, and issue resolution
- Monitor daily transactions and workflows ensuring accuracy, timeliness, and full compliance
- Maintain accurate client records, update CRM systems, generate reports, and track tasks
- Collaborate with advisors and compliance teams to meet regulatory requirements and optimize operations
Benefits
- general: Competitive salary around $110,000 base with performance incentives
- general: Comprehensive health, dental, and vision insurance
- general: 401(k) matching and retirement plan contributions
- general: Generous paid time off and flexible work options
- general: Professional development opportunities in wealth management
- general: Collaborative boutique environment with direct advisor exposure
- general: Exposure to ultra-high-net-worth client relationships
- general: Modern office in picturesque Mill Valley, CA
Tags & Categories
Answer 10 quick questions to check your fit for Client Service Associate - Careers at Robert Half @ Robert Half.
Related Books and Jobs
Client Service Associate - Careers at Robert Half
Robert Half
Client Service Associate - Careers at Robert Half
Job Description
About the Client Service Associate Role at This Boutique RIA Firm
Join a prestigious boutique wealth management firm in Mill Valley, California, specializing in ultra-high-net-worth families and private foundations. Partnering exclusively with Jennifer Fukumae of Robert Half Finance & Accounting, this opportunity places you at the heart of a lean, high-performing team managing $700M in assets under management (AUM), with average client relationships exceeding $15M. In this Client Service Associate (CSA) position, you'll deliver white-glove service while gaining broad exposure to operations, compliance, and client advisory functions. Ideal for finance professionals seeking a dynamic role in a professional, precision-driven environment where high-quality communication is paramount.
This full-time position offers a competitive salary around $110,000, reflecting the premium placed on expertise in client-facing wealth management operations. Located in the beautiful Marin County community of Mill Valley, CA, the firm emphasizes work-life balance alongside exceptional client service. SEO keywords: Client Service Associate jobs Mill Valley CA, RIA wealth management careers, high-net-worth client service roles, Robert Half finance jobs.
Key Responsibilities
As CSA, you'll be the operational backbone, partnering directly with advisors to ensure seamless client experiences:
- Client Inquiry Management: Act as the primary contact for all service inquiries, providing timely, professional, and personalized support to ultra-high-net-worth clients.
- Account Lifecycle Oversight: Handle comprehensive account onboarding, ongoing maintenance, and complex money movements including wires, ACH transfers, journal transfers, and required minimum distributions (RMDs).
- Meeting Coordination: Schedule, prepare materials for, and follow up on client and advisor meetings with meticulous attention to detail.
- Custodian Liaison: Collaborate with platforms like Charles Schwab to process documentation, track asset transfers, and swiftly resolve any operational issues.
- Transaction & Compliance Monitoring: Oversee daily workflows, ensuring all activities meet accuracy standards, deadlines, and strict regulatory compliance.
- Record Keeping & Reporting: Maintain precise client records, update CRM systems (e.g., Salesforce or Wealthbox), generate custom reports, and manage task tracking for operational efficiency.
- Cross-Functional Collaboration: Work closely with advisors, compliance officers, and external partners to support firm-wide initiatives and regulatory adherence.
Required Qualifications for Success
To thrive in this boutique RIA setting, candidates should demonstrate:
- 2+ years in client service within wealth management, RIA firms, or family offices.
- Proven ability to deliver exceptional service to high-net-worth individuals.
- Advanced proficiency in CRM tools, Microsoft Office Suite, and custodial platforms.
- Impeccable written communication skills for professional correspondence.
- Strong organizational skills to juggle multiple priorities without error.
- Familiarity with compliance protocols and transaction processing.
- Bachelor's degree in Finance, Accounting, Business Administration, or equivalent experience.
- Licenses such as Series 7, 65, or 66 highly valued.
This role suits detail-oriented professionals passionate about wealth management operations in a close-knit team environment.
Why Join Us? Benefits & Culture
Beyond a rewarding $110K salary, enjoy comprehensive benefits including health coverage, 401(k) matching, PTO, and professional growth opportunities. Work in a collaborative, four-person team where your contributions directly impact $700M+ in client assets. Gain unparalleled exposure to sophisticated client relationships and operational excellence in Mill Valley's serene setting. Robert Half proudly connects top talent to boutique RIA careers like this—apply today for Client Service Associate jobs in California wealth management!
Total word count: 712. Keywords: wealth management jobs Marin County, RIA client service associate, high net worth advisory careers, finance operations Mill Valley.
Locations
- Mill Valley, California, United States
Salary
110,000 - 110,000 USD / yearly
105,000 - 125,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Client service excellenceintermediate
- Account onboarding and maintenanceintermediate
- Money movement processing (wires, ACH, transfers, RMDs)intermediate
- Custodian coordination (Charles Schwab)intermediate
- CRM managementintermediate
- Compliance monitoringintermediate
- Transaction monitoringintermediate
- Meeting coordinationintermediate
- High-quality written communicationintermediate
- Regulatory supportintermediate
Required Qualifications
- 2+ years of client service experience in wealth management or RIA (experience)
- Exceptional professionalism and precision in high-net-worth environments (experience)
- Strong organizational skills with attention to detail (experience)
- Proficiency in CRM systems and Microsoft Office (experience)
- Excellent written and verbal communication skills (experience)
- Ability to manage multiple priorities in a fast-paced boutique setting (experience)
- Knowledge of custodial platforms like Charles Schwab preferred (experience)
- Bachelor's degree in Finance, Business, or related field preferred (experience)
- Series 7 or 65/66 license a plus (experience)
Responsibilities
- Serve as primary point of contact for client service inquiries with timely, professional responses
- Manage full account onboarding, maintenance, and money movement including wires, ACH, transfers, and RMDs
- Coordinate client meetings from scheduling and preparation to detailed follow-up
- Interface with custodians such as Charles Schwab for documentation, transfers, and issue resolution
- Monitor daily transactions and workflows ensuring accuracy, timeliness, and full compliance
- Maintain accurate client records, update CRM systems, generate reports, and track tasks
- Collaborate with advisors and compliance teams to meet regulatory requirements and optimize operations
Benefits
- general: Competitive salary around $110,000 base with performance incentives
- general: Comprehensive health, dental, and vision insurance
- general: 401(k) matching and retirement plan contributions
- general: Generous paid time off and flexible work options
- general: Professional development opportunities in wealth management
- general: Collaborative boutique environment with direct advisor exposure
- general: Exposure to ultra-high-net-worth client relationships
- general: Modern office in picturesque Mill Valley, CA
Tags & Categories
Answer 10 quick questions to check your fit for Client Service Associate - Careers at Robert Half @ Robert Half.
Related Books and Jobs