Client Services Associate Opportunity in Mill Valley, CA

Jennifer Fukumae with Robert Half’s Finance and Accounting division is excited to partner with a premier boutique wealth management firm in Mill Valley, California. This elite firm specializes in serving ultra-high-net-worth families and private foundations, managing approximately $700 million in assets under management (AUM), with average client relationships exceeding $15 million. Operating with a lean, four-person team, the firm emphasizes professionalism, precision, and impeccable written communication to exceed the sophisticated expectations of its discerning clientele.

The Client Services Associate (CSA) role is pivotal in delivering a seamless, white-glove client experience. You will partner directly with advisors and clients to handle daily operational needs, oversee account administration, and maintain the firm's hallmark of highly responsive, personalized service. Due to the boutique structure, this position offers broad exposure to operational functions including compliance support, customized reporting, and general business operations—ideal for ambitious professionals seeking accelerated growth in wealth management.

About the Role

As a Client Services Associate at this prestigious Mill Valley firm, you will be the trusted backbone of client interactions, ensuring every touchpoint reflects the firm's commitment to excellence. This full-time position demands a proactive, detail-oriented individual who thrives in a high-stakes environment serving clients with substantial portfolios. Located in the picturesque Marin County community of Mill Valley, CA, the role combines sophisticated financial operations with a supportive, close-knit team dynamic. Robert Half places this opportunity in the heart of California's Bay Area wealth management hub, where professionals enjoy proximity to San Francisco's financial district while benefiting from Mill Valley's serene, upscale lifestyle.

Key Responsibilities

• Client Liaison Excellence: Act as the primary point of contact for client inquiries, providing timely, professional, and empathetic support to ultra-high-net-worth individuals and foundations.
• Account Lifecycle Management: Oversee full-cycle account onboarding, ongoing maintenance, and complex money movements including wires, ACH transfers, journal transfers, and required minimum distributions (RMDs).
• Meeting Mastery: Coordinate high-level client meetings by handling scheduling, preparing tailored materials, and executing thorough follow-ups to ensure actionable outcomes.
• Custodian Collaboration: Interface seamlessly with major custodians like Charles Schwab to process documentation, monitor transfers, and swiftly resolve any operational issues.
• Transaction Vigilance: Monitor daily transactions and workflows, guaranteeing accuracy, timeliness, and full compliance with industry regulations.
• Record and Reporting Precision: Maintain meticulous client records, update CRM systems, generate insightful reports, and track tasks for optimal efficiency.
• Cross-Functional Partnership: Work closely with advisors and compliance teams to uphold regulatory standards while streamlining firm-wide operations.

Required Qualifications

To succeed in this demanding yet rewarding role, candidates should possess:

• A Bachelor's degree in Finance, Business, Accounting, or a related discipline.
• 2-4 years of hands-on experience in client services, wealth management operations, or financial services—bonus points for high-net-worth exposure.
• Impeccable professionalism, with superior written and verbal communication skills suited to elite clientele.
• Strong organizational prowess and unwavering attention to detail in fast-paced settings.
• Proficiency in CRM platforms (e.g., Salesforce), Microsoft Office, and financial software.
• Familiarity with custodians, compliance protocols, and money movement processes.
• Thrives in boutique environments requiring versatility and initiative.
• Preferred: Series 7, Series 65, or equivalent licensing.

This role suits meticulous professionals passionate about wealth management client services in Mill Valley, CA.

Why Join Us?

Join a boutique powerhouse managing $700M AUM and gain unparalleled exposure in ultra-high-net-worth advisory. Enjoy a competitive salary around $90,000, robust benefits including health coverage, 401(k) matching, and PTO, plus professional growth in a collaborative team. Nestled in Mill Valley's vibrant community—near redwood trails, top dining, and Bay Area access—this position offers work-life balance with prestige. Robert Half streamlines your path to this career-defining opportunity. Apply today to elevate your finance career!

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