Sr. Client Service Associate - Prestigious Wealth Management Firm

Join a dynamic, growing wealth management firm in Walnut Creek, California, as a Senior Client Service Associate. This onsite role in a newly constructed, modern office offers unparalleled visibility, direct client interaction, and the chance to advance your career in financial services. Partner closely with a Senior Financial Advisor to deliver exceptional, relationship-driven service to high-net-worth clients. With a competitive salary range of $90,000–$120,000 base plus bonus, this position is ideal for experienced professionals seeking growth in client service, financial planning, and advisory functions.

About the Role

As a Senior Client Service Associate, you'll be at the heart of client relationships, supporting advisory teams with everything from onboarding to ongoing account management. This role goes beyond administrative tasks—you'll have opportunities to lead client review meetings, present comprehensive financial plans, and act as a secondary advisor for select relationships. Working in a high-touch environment, you'll ensure seamless service delivery while contributing to strategic financial planning initiatives. Perfect for those passionate about wealth management careers in Walnut Creek, CA, this position emphasizes proactive client engagement, compliance, and team collaboration in a prestigious firm known for its client-centric approach.

Key Responsibilities

Your day-to-day will blend client-facing duties with operational excellence:

• Client & Account Management: Facilitate smooth new client onboarding, prepare meeting materials, maintain CRM data accuracy, lead select client meetings, and present financial plans during reviews.
• Administrative & Operational Support: Handle data gathering, account setups, maintenance, inquiries, and document all interactions in the CRM while supporting departmental projects.
• Client Communication: Serve as the go-to contact for servicing and transactions, proactively reaching out to meet client needs promptly.
• Compliance: Adhere to firm policies and regulations, monitor accounts, and escalate issues to protect client interests.
• Team Collaboration: Perform advisory functions for a small client set, partner with investment teams on strategies, and contribute to meetings and firmwide initiatives.

Required Qualifications

To succeed, bring 3+ years in wealth management client service, proficiency in CRM tools like Salesforce, and strong financial planning knowledge. Excellent interpersonal skills for leading meetings and presenting plans are essential, alongside familiarity with Series 7/66 licenses and regulatory compliance. A Bachelor's in Finance or Business, plus experience in high-net-worth environments, will set you apart. We're seeking detail-oriented professionals who thrive in collaborative, onsite settings in Walnut Creek, California.

Why Join Us

This is more than a job—it's a career-launching opportunity at a prestigious wealth management firm. Enjoy a modern office, competitive $90K–$120K salary plus bonus, comprehensive benefits including 401(k) matching, health coverage, and PTO. Gain visibility with leadership, grow into advisory roles, and build lasting client relationships. Robert Half proudly connects top talent like you to rewarding finance jobs in Walnut Creek, CA. Apply now and elevate your wealth management career!

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