About the Role

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 from Robert Half’s Finance and Accounting team, this Senior Client Services Associate position offers a unique opportunity to deliver white-glove service to clients with relationships averaging over $15M, within a firm managing $700M in assets under management (AUM). Operating with a lean four-person team, the firm emphasizes professionalism, precision, and superior written communication to exceed the expectations of its elite clientele.

As a Senior Client Services Associate (CSA), you will be at the heart of operations, partnering directly with advisors to handle daily client needs, account administration, and money movements. This role extends beyond traditional client service, providing hands-on exposure to compliance, reporting, and broader business functions in a close-knit environment. Ideal for seasoned professionals passionate about wealth management, this position combines operational excellence with client-facing impact in one of the nation's most affluent regions.

Key Responsibilities

The Senior Client Services Associate plays a pivotal role in ensuring seamless operations and exceptional client experiences. Daily duties include:

• Client Inquiry Management: Act as the primary point of contact, delivering prompt, professional responses to service inquiries.
• Account Lifecycle Oversight: Handle full-cycle account onboarding, maintenance, and complex money movements such as 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 paperwork, monitor transfers, and troubleshoot issues efficiently.
• Transaction Monitoring: Review daily activities for accuracy, timeliness, and adherence to compliance standards.
• Record Keeping: Update client records in CRM systems, generate performance reports, and maintain comprehensive task tracking.
• Cross-Functional Support: Work alongside advisors and compliance teams to meet regulatory obligations and optimize firm-wide processes.

Required Qualifications

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

• 3+ years in client services, preferably within wealth management or high-net-worth advisory firms.
• Demonstrated experience with account administration, custodian platforms (e.g., Charles Schwab), and financial transaction processing.
• Exceptional organizational skills, with a keen eye for detail and the ability to manage multiple priorities in a fast-paced setting.
• Superior written and verbal communication skills, tailored for sophisticated clientele.
• Proficiency in CRM tools, Microsoft Office Suite, and financial reporting software.
• Familiarity with SEC regulations, AML/KYC procedures, and wealth management operations.
• Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline.
• Proven ability to thrive in small teams, taking ownership of diverse responsibilities.

This role demands a professional demeanor, discretion with sensitive information, and a client-first mindset.

Why Join Us

Working at this boutique firm means more than a job—it's a career-defining opportunity in Mill Valley, CA, amid the scenic beauty of Marin County. Enjoy a competitive salary around $120,000, comprehensive benefits including health coverage, 401(k) matching, and professional growth support. Benefit from direct exposure to senior advisors, meaningful client impact, and a balanced lifestyle in a collaborative, high-achieving culture. With Robert Half's backing, this position offers stability and prestige in the competitive wealth management landscape. Apply now to elevate your career serving ultra-high-net-worth clients!

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