Client Service Associate (Flex to Senior) - Careers at Robert Half
Robert Half
Client Service Associate (Flex to Senior) - Careers at Robert Half
Job Description
Client Service Associate (Flex to Senior) - Boutique Wealth Management Firm
Join a prestigious boutique wealth management firm in Mill Valley, California, serving ultra-high-net-worth (UHNW) families and private foundations. This Client Service Associate role offers a unique opportunity to deliver institutional-quality investment advice and virtual family office experiences in a high-integrity, collaborative environment. With a lean team structure, you'll play a pivotal role in ensuring seamless operations, exceptional client responsiveness, and precise handling of all requests. Perfect for service-driven professionals seeking growth to Senior CSA level.
About the Role
The Client Service Associate (CSA) or Senior Client Service Associate position is central to client satisfaction and operational excellence at this growing firm. You'll partner closely with advisors to manage daily client interactions, account administration, and support functions. This high-touch role demands precision, proactivity, and a passion for problem-solving in a boutique setting where every detail matters. Ideal candidates thrive on building trusted relationships while mastering complex operational workflows. Robert Half proudly presents this flex-to-senior opportunity in beautiful Mill Valley, CA.
Key Responsibilities
Client Relationship Support
- Act as the primary point of contact for all client service requests, ensuring timely and professional resolutions.
- Oversee client onboarding processes, money movements (wires, ACH, RMDs, transfers), and account maintenance updates.
- Prepare comprehensive materials for client meetings and execute detailed follow-up tasks to maintain momentum.
- Maintain meticulous client records and documentation for accuracy and compliance.
Custodial & Operational Support
- Coordinate seamlessly with custodians such as Schwab to process forms, troubleshoot issues, and ensure smooth transactions.
- Monitor daily workflows and transactions, verifying accuracy, completion, and adherence to protocols.
- Support compliance initiatives through documentation retention and process assistance.
Internal Team Support
- Generate client reports, update CRM systems, and manage tasks for optimal team efficiency.
- Collaborate with advisory and investment teams to facilitate planning, portfolio management, and strategic initiatives.
- Partner with compliance consultants to uphold regulatory standards and best practices.
- Contribute to daily office operations, fostering a productive and professional atmosphere.
Required Qualifications
To excel as a Client Service Associate in this UHNW wealth management environment, candidates should possess:
- 2+ years of experience in client service, operations, or administration within wealth management or financial services.
- Demonstrated expertise in custodial platforms, money movement, and account administration.
- Exceptional organizational skills with unwavering attention to detail in fast-paced settings.
- Superior communication abilities for interacting with clients, advisors, and external partners.
- Proficiency in CRM software, Microsoft Office, and financial reporting tools.
- Strong compliance knowledge and ability to support regulatory processes.
- Bachelor's degree in finance, business, or related field; Series 7/66 licenses advantageous.
- Proven ability to thrive in boutique firms with collaborative, high-accountability cultures.
This role suits meticulous professionals who value precision, responsiveness, and delivering white-glove service to elite clientele.
Why Join Us
Be part of a tight-knit team at a boutique wealth management firm offering unparalleled career growth, from Client Service Associate to Senior levels. Enjoy competitive compensation starting at $90,000+, working with UHNW clients in Mill Valley, CA's stunning coastal location. Benefit from a supportive, integrity-driven culture, professional development opportunities, and the chance to impact high-profile families and foundations. Robert Half connects top talent like you to rewarding careers in finance and wealth management. Apply now and elevate your career in this dynamic role!
(Word count: 812)
Locations
- Mill Valley, California, United States
Salary
90,000 - N/A USD / yearly
90,000 - 120,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Client relationship managementintermediate
- Account onboarding and maintenanceintermediate
- Money movement processing (wires, ACH, RMDs)intermediate
- Custodian coordination (e.g., Schwab)intermediate
- Compliance and documentation retentionintermediate
- Client reporting and CRM updatesintermediate
- Operational workflow monitoringintermediate
- Meeting preparation and follow-upintermediate
- Task management and prioritizationintermediate
- High-touch client serviceintermediate
Required Qualifications
- 2+ years experience in client service or operations at a wealth management firm (experience)
- Strong understanding of custodial platforms and money movement processes (experience)
- Exceptional attention to detail and accuracy in high-stakes environment (experience)
- Excellent communication skills for client and advisor interactions (experience)
- Proficiency with CRM systems and Microsoft Office Suite (experience)
- Ability to thrive in a boutique, collaborative team setting (experience)
- Knowledge of compliance requirements in wealth management (experience)
- Proven track record of responsiveness and problem-solving (experience)
- Bachelor's degree preferred; Series 7/66 a plus (experience)
- Experience with ultra-high-net-worth clients highly valued (experience)
Responsibilities
- Serve as primary point of contact for client service requests and inquiries
- Manage client onboarding, money movements including wires, ACH, RMDs, and transfers
- Prepare client meeting materials and handle post-meeting follow-up tasks
- Maintain accurate client records, documentation, and CRM updates
- Coordinate with custodians like Schwab to process forms and resolve operational issues
- Monitor daily workflows, transactions, and ensure accuracy and timely completion
- Assist with compliance processes, reporting, and documentation retention
- Collaborate with advisory and investment teams on planning and portfolio support
- Support general office operations and task management for efficient team functioning
- Contribute to delivering seamless, high-touch service to UHNW clients
Benefits
- general: Competitive salary starting at $90,000+ based on experience
- general: Opportunity for advancement to Senior Client Service Associate
- general: Work with ultra-high-net-worth clients in a prestigious boutique firm
- general: Collaborative, tight-knit team environment with high integrity
- general: High-touch, personalized service model with institutional-quality advice
- general: Professional development in wealth management operations
- general: Flexible growth path in a growing firm serving private foundations
- general: Prime location in beautiful Mill Valley, CA
- general: Comprehensive support for compliance and operational excellence
- general: Meaningful role impacting client families and foundations
Tags & Categories
Answer 10 quick questions to check your fit for Client Service Associate (Flex to Senior) - Careers at Robert Half @ Robert Half.
Related Books and Jobs
Client Service Associate (Flex to Senior) - Careers at Robert Half
Robert Half
Client Service Associate (Flex to Senior) - Careers at Robert Half
Job Description
Client Service Associate (Flex to Senior) - Boutique Wealth Management Firm
Join a prestigious boutique wealth management firm in Mill Valley, California, serving ultra-high-net-worth (UHNW) families and private foundations. This Client Service Associate role offers a unique opportunity to deliver institutional-quality investment advice and virtual family office experiences in a high-integrity, collaborative environment. With a lean team structure, you'll play a pivotal role in ensuring seamless operations, exceptional client responsiveness, and precise handling of all requests. Perfect for service-driven professionals seeking growth to Senior CSA level.
About the Role
The Client Service Associate (CSA) or Senior Client Service Associate position is central to client satisfaction and operational excellence at this growing firm. You'll partner closely with advisors to manage daily client interactions, account administration, and support functions. This high-touch role demands precision, proactivity, and a passion for problem-solving in a boutique setting where every detail matters. Ideal candidates thrive on building trusted relationships while mastering complex operational workflows. Robert Half proudly presents this flex-to-senior opportunity in beautiful Mill Valley, CA.
Key Responsibilities
Client Relationship Support
- Act as the primary point of contact for all client service requests, ensuring timely and professional resolutions.
- Oversee client onboarding processes, money movements (wires, ACH, RMDs, transfers), and account maintenance updates.
- Prepare comprehensive materials for client meetings and execute detailed follow-up tasks to maintain momentum.
- Maintain meticulous client records and documentation for accuracy and compliance.
Custodial & Operational Support
- Coordinate seamlessly with custodians such as Schwab to process forms, troubleshoot issues, and ensure smooth transactions.
- Monitor daily workflows and transactions, verifying accuracy, completion, and adherence to protocols.
- Support compliance initiatives through documentation retention and process assistance.
Internal Team Support
- Generate client reports, update CRM systems, and manage tasks for optimal team efficiency.
- Collaborate with advisory and investment teams to facilitate planning, portfolio management, and strategic initiatives.
- Partner with compliance consultants to uphold regulatory standards and best practices.
- Contribute to daily office operations, fostering a productive and professional atmosphere.
Required Qualifications
To excel as a Client Service Associate in this UHNW wealth management environment, candidates should possess:
- 2+ years of experience in client service, operations, or administration within wealth management or financial services.
- Demonstrated expertise in custodial platforms, money movement, and account administration.
- Exceptional organizational skills with unwavering attention to detail in fast-paced settings.
- Superior communication abilities for interacting with clients, advisors, and external partners.
- Proficiency in CRM software, Microsoft Office, and financial reporting tools.
- Strong compliance knowledge and ability to support regulatory processes.
- Bachelor's degree in finance, business, or related field; Series 7/66 licenses advantageous.
- Proven ability to thrive in boutique firms with collaborative, high-accountability cultures.
This role suits meticulous professionals who value precision, responsiveness, and delivering white-glove service to elite clientele.
Why Join Us
Be part of a tight-knit team at a boutique wealth management firm offering unparalleled career growth, from Client Service Associate to Senior levels. Enjoy competitive compensation starting at $90,000+, working with UHNW clients in Mill Valley, CA's stunning coastal location. Benefit from a supportive, integrity-driven culture, professional development opportunities, and the chance to impact high-profile families and foundations. Robert Half connects top talent like you to rewarding careers in finance and wealth management. Apply now and elevate your career in this dynamic role!
(Word count: 812)
Locations
- Mill Valley, California, United States
Salary
90,000 - N/A USD / yearly
90,000 - 120,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Client relationship managementintermediate
- Account onboarding and maintenanceintermediate
- Money movement processing (wires, ACH, RMDs)intermediate
- Custodian coordination (e.g., Schwab)intermediate
- Compliance and documentation retentionintermediate
- Client reporting and CRM updatesintermediate
- Operational workflow monitoringintermediate
- Meeting preparation and follow-upintermediate
- Task management and prioritizationintermediate
- High-touch client serviceintermediate
Required Qualifications
- 2+ years experience in client service or operations at a wealth management firm (experience)
- Strong understanding of custodial platforms and money movement processes (experience)
- Exceptional attention to detail and accuracy in high-stakes environment (experience)
- Excellent communication skills for client and advisor interactions (experience)
- Proficiency with CRM systems and Microsoft Office Suite (experience)
- Ability to thrive in a boutique, collaborative team setting (experience)
- Knowledge of compliance requirements in wealth management (experience)
- Proven track record of responsiveness and problem-solving (experience)
- Bachelor's degree preferred; Series 7/66 a plus (experience)
- Experience with ultra-high-net-worth clients highly valued (experience)
Responsibilities
- Serve as primary point of contact for client service requests and inquiries
- Manage client onboarding, money movements including wires, ACH, RMDs, and transfers
- Prepare client meeting materials and handle post-meeting follow-up tasks
- Maintain accurate client records, documentation, and CRM updates
- Coordinate with custodians like Schwab to process forms and resolve operational issues
- Monitor daily workflows, transactions, and ensure accuracy and timely completion
- Assist with compliance processes, reporting, and documentation retention
- Collaborate with advisory and investment teams on planning and portfolio support
- Support general office operations and task management for efficient team functioning
- Contribute to delivering seamless, high-touch service to UHNW clients
Benefits
- general: Competitive salary starting at $90,000+ based on experience
- general: Opportunity for advancement to Senior Client Service Associate
- general: Work with ultra-high-net-worth clients in a prestigious boutique firm
- general: Collaborative, tight-knit team environment with high integrity
- general: High-touch, personalized service model with institutional-quality advice
- general: Professional development in wealth management operations
- general: Flexible growth path in a growing firm serving private foundations
- general: Prime location in beautiful Mill Valley, CA
- general: Comprehensive support for compliance and operational excellence
- general: Meaningful role impacting client families and foundations
Tags & Categories
Answer 10 quick questions to check your fit for Client Service Associate (Flex to Senior) - Careers at Robert Half @ Robert Half.
Related Books and Jobs