Senior Client Service Associate Opportunity in Mill Valley, CA

Are you a seasoned Client Service Associate ready to elevate your career to a Senior Client Service Associate role? Join a prestigious boutique wealth management firm through Robert Half's Finance and Accounting division. Jennifer Fukumae is excited to partner with this elite firm specializing in ultra-high-net-worth families and private foundations, overseeing approximately $700M in assets under management (AUM). With client relationships averaging over $15M, this firm demands unparalleled professionalism, precision, and superior written communication. Operating with a lean, four-person team, you'll thrive in an environment that values excellence and personalized service.

About the Role

As a Senior Client Service Associate (CSA), you'll be the cornerstone of delivering a seamless, white-glove client experience. Partnering directly with advisors and high-profile clients, you'll handle daily operational needs, account administration, and ensure the firm's reputation for responsive, tailored service remains impeccable. This boutique setting offers unique exposure to broader operations like compliance support, advanced reporting, and business functions, accelerating your professional growth in wealth management. Located in the picturesque Mill Valley, California, this full-time position offers a competitive salary around $120,000, reflecting the premium market rates for skilled professionals in this affluent area.

Key Responsibilities

Your role will be dynamic and client-focused, with core duties including:

• Serving as the primary contact for client inquiries, providing timely and professional resolutions to maintain trust and satisfaction.
• Managing end-to-end account onboarding, ongoing maintenance, and complex money movements such as wires, ACH transfers, journal transfers, and Required Minimum Distributions (RMDs).
• Coordinating high-level client meetings, from scheduling and agenda preparation to post-meeting follow-ups and action item tracking.
• Acting as liaison with custodians like Charles Schwab, processing documentation, monitoring transfers, and swiftly resolving any discrepancies or issues.
• Vigilantly monitoring daily transactions, workflows, and processes to guarantee accuracy, timeliness, and full compliance with regulatory standards.
• Maintaining meticulous client records, updating CRM systems, generating insightful reports, and tracking tasks for operational efficiency.
• Collaborating seamlessly with advisors, compliance teams, and other stakeholders to support regulatory adherence and streamline firm-wide operations.

These responsibilities position you at the heart of the firm's success, offering hands-on experience with sophisticated financial operations.

Required Qualifications

To excel in this Senior Client Service Associate role, candidates should possess:

• Proven experience as a Client Service Associate in wealth management or financial services, ready for a senior-level step up.
• Exceptional organizational skills with the ability to multitask in a fast-paced, high-stakes environment.
• Strong knowledge of account administration, money movement processes, and custodian platforms (e.g., Charles Schwab).
• Impeccable written and verbal communication skills, with a focus on professionalism suited to ultra-high-net-worth clients.
• Proficiency in CRM systems, financial reporting tools, and Microsoft Office Suite.
• Familiarity with compliance requirements, transaction monitoring, and regulatory best practices in wealth management.
• Bachelor's degree in Finance, Business Administration, or a related field is highly preferred.
• Demonstrated ability to deliver white-glove service while managing broader operational contributions.

Prior experience in boutique firms or with high-net-worth clientele will set you apart.

Why Join Us?

This is more than a job—it's a career-defining opportunity at a top-tier wealth management firm partnered with Robert Half. Enjoy working in Mill Valley, CA, amid stunning natural beauty, with easy access to San Francisco's financial hub. Benefit from a supportive four-person team that fosters collaboration and rapid advancement. With a salary context of $120,000—aligned with Mill Valley's competitive market for senior finance roles—you'll receive a comprehensive benefits package, professional development, and the prestige of serving elite clients. Robert Half ensures a seamless hiring process, connecting top talent like you to exclusive opportunities. Apply today to advance your career in wealth management client services!

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