Sr. Client Service Associate - Careers at Robert Half
Robert Half
Sr. Client Service Associate - Careers at Robert Half
Job Description
About the Senior Client Service Associate Role at Robert Half
Join a prominent wealth management firm through Robert Half's exclusive opportunities in Walnut Creek, California. As a Senior Client Service Associate, you'll partner directly with a Senior Financial Advisor to deliver exceptional, high-touch client experiences. This onsite position in a newly constructed, state-of-the-art office offers unparalleled visibility, hands-on client interactions, and the chance to expand into financial planning and advisory functions. Ideal for seasoned professionals passionate about wealth management careers in the Bay Area, this role combines operational excellence with relationship building in a dynamic, growing firm.
Robert Half specializes in connecting top talent with leading financial services employers. This position emphasizes client-centric service, CRM mastery, and compliance, making it perfect for those seeking Senior Client Service Associate jobs in Walnut Creek, CA. With a salary range of $90,000–$120,000 base plus bonus, enjoy robust compensation in one of California's premier business hubs.
Key Responsibilities
Your day-to-day will focus on elevating client satisfaction while supporting advisory teams.
- Client & Account Management: Drive seamless new client onboarding, prepare meticulous meeting materials, and maintain CRM accuracy. Step up as a secondary advisor, leading meetings and presenting financial plans.
- Administrative & Operational Support: Handle data gathering, account maintenance, and service requests efficiently. Document everything in CRM and contribute to departmental projects.
- Client Communication: Be the go-to contact for inquiries, transactions, and proactive outreach to anticipate client needs.
- Compliance: Uphold firm policies, monitor accounts, and flag issues to ensure regulatory adherence.
- Team Collaboration: Work with investment teams on strategies, support select client portfolios, and participate in meetings and firmwide initiatives.
Required Qualifications for Success
To thrive, bring proven expertise in wealth management client service:
- 3+ years in financial services, ideally wealth management or advisory roles.
- Strong CRM skills (e.g., Salesforce, Redtail) and proficiency in financial planning tools.
- Exceptional communication for leading client meetings and presenting plans.
- Compliance-savvy with knowledge of SEC/FINRA regulations.
- Collaborative mindset with organizational prowess.
- Degree in Finance/Business; licenses like Series 7/66 preferred.
Candidates with experience in high-net-worth client service will excel in this Client Service Associate Walnut Creek opportunity.
Why Join Us? Benefits & Growth
This role offers more than a job—it's a career accelerator in wealth management. Benefit from competitive pay ($90K–$120K + bonus), modern offices, and direct exposure to senior leaders. Robert Half placements include full benefits: health coverage, 401(k) matching, PTO, and training. Grow into advisory roles, engage high-touch clients, and contribute to a firm prioritizing innovation and relationships. Walnut Creek's vibrant location provides easy Bay Area access with a balanced lifestyle. Apply now via Robert Half for this exclusive Senior Client Service Associate - Prominent Wealth Management position and elevate your finance career!
(Word count: 728)
Locations
- Walnut Creek, California, United States
Salary
90,000 - 120,000 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
- Financial Planning Supportintermediate
- CRM Proficiencyintermediate
- Client Onboardingintermediate
- Account Managementintermediate
- Compliance Knowledgeintermediate
- Meeting Preparation and Follow-upintermediate
- Team Collaborationintermediate
- Proactive Client Communicationintermediate
- Regulatory Adherenceintermediate
Required Qualifications
- 3+ years of experience in client service within wealth management or financial services (experience)
- Strong understanding of financial planning processes and client onboarding (experience)
- Proficiency in CRM systems and Microsoft Office Suite (experience)
- Excellent communication and interpersonal skills (experience)
- Ability to independently lead client meetings and present financial plans (experience)
- Knowledge of regulatory compliance in financial services (experience)
- Bachelor's degree in Finance, Business, or related field preferred (experience)
- Series 7 and/or Series 66 licenses a plus (experience)
Responsibilities
- Support smooth onboarding for new clients including data gathering and account setup
- Schedule and prepare for client and prospect meetings, managing all follow-ups
- Maintain accurate and up-to-date client and prospect data in the CRM system
- Serve as a 'second chair' advisor and independently lead select client review meetings
- Present financial plans and facilitate review discussions with clients
- Act as primary point of contact for account servicing, transactions, and general inquiries
- Proactively engage clients to address needs and resolve questions promptly
- Document all client interactions, service tasks, and compliance activities in CRM
- Collaborate with investment team on strategy recommendations and execution
- Monitor client account activity, escalate issues, and ensure regulatory compliance
Benefits
- general: Competitive base salary of $90,000–$120,000 plus performance bonus
- general: Work in a newly built, modern office space in Walnut Creek, CA
- general: High visibility and meaningful client interactions with growth opportunities
- general: Supportive team environment with opportunities to contribute to financial planning
- general: Comprehensive benefits package including health, dental, and vision insurance
- general: 401(k) matching and professional development programs
- general: Strong emphasis on work-life balance in a relationship-driven firm
- general: Career advancement potential within a growing wealth management firm
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Answer 10 quick questions to check your fit for Sr. Client Service Associate - Careers at Robert Half @ Robert Half.
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Sr. Client Service Associate - Careers at Robert Half
Robert Half
Sr. Client Service Associate - Careers at Robert Half
Job Description
About the Senior Client Service Associate Role at Robert Half
Join a prominent wealth management firm through Robert Half's exclusive opportunities in Walnut Creek, California. As a Senior Client Service Associate, you'll partner directly with a Senior Financial Advisor to deliver exceptional, high-touch client experiences. This onsite position in a newly constructed, state-of-the-art office offers unparalleled visibility, hands-on client interactions, and the chance to expand into financial planning and advisory functions. Ideal for seasoned professionals passionate about wealth management careers in the Bay Area, this role combines operational excellence with relationship building in a dynamic, growing firm.
Robert Half specializes in connecting top talent with leading financial services employers. This position emphasizes client-centric service, CRM mastery, and compliance, making it perfect for those seeking Senior Client Service Associate jobs in Walnut Creek, CA. With a salary range of $90,000–$120,000 base plus bonus, enjoy robust compensation in one of California's premier business hubs.
Key Responsibilities
Your day-to-day will focus on elevating client satisfaction while supporting advisory teams.
- Client & Account Management: Drive seamless new client onboarding, prepare meticulous meeting materials, and maintain CRM accuracy. Step up as a secondary advisor, leading meetings and presenting financial plans.
- Administrative & Operational Support: Handle data gathering, account maintenance, and service requests efficiently. Document everything in CRM and contribute to departmental projects.
- Client Communication: Be the go-to contact for inquiries, transactions, and proactive outreach to anticipate client needs.
- Compliance: Uphold firm policies, monitor accounts, and flag issues to ensure regulatory adherence.
- Team Collaboration: Work with investment teams on strategies, support select client portfolios, and participate in meetings and firmwide initiatives.
Required Qualifications for Success
To thrive, bring proven expertise in wealth management client service:
- 3+ years in financial services, ideally wealth management or advisory roles.
- Strong CRM skills (e.g., Salesforce, Redtail) and proficiency in financial planning tools.
- Exceptional communication for leading client meetings and presenting plans.
- Compliance-savvy with knowledge of SEC/FINRA regulations.
- Collaborative mindset with organizational prowess.
- Degree in Finance/Business; licenses like Series 7/66 preferred.
Candidates with experience in high-net-worth client service will excel in this Client Service Associate Walnut Creek opportunity.
Why Join Us? Benefits & Growth
This role offers more than a job—it's a career accelerator in wealth management. Benefit from competitive pay ($90K–$120K + bonus), modern offices, and direct exposure to senior leaders. Robert Half placements include full benefits: health coverage, 401(k) matching, PTO, and training. Grow into advisory roles, engage high-touch clients, and contribute to a firm prioritizing innovation and relationships. Walnut Creek's vibrant location provides easy Bay Area access with a balanced lifestyle. Apply now via Robert Half for this exclusive Senior Client Service Associate - Prominent Wealth Management position and elevate your finance career!
(Word count: 728)
Locations
- Walnut Creek, California, United States
Salary
90,000 - 120,000 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
- Financial Planning Supportintermediate
- CRM Proficiencyintermediate
- Client Onboardingintermediate
- Account Managementintermediate
- Compliance Knowledgeintermediate
- Meeting Preparation and Follow-upintermediate
- Team Collaborationintermediate
- Proactive Client Communicationintermediate
- Regulatory Adherenceintermediate
Required Qualifications
- 3+ years of experience in client service within wealth management or financial services (experience)
- Strong understanding of financial planning processes and client onboarding (experience)
- Proficiency in CRM systems and Microsoft Office Suite (experience)
- Excellent communication and interpersonal skills (experience)
- Ability to independently lead client meetings and present financial plans (experience)
- Knowledge of regulatory compliance in financial services (experience)
- Bachelor's degree in Finance, Business, or related field preferred (experience)
- Series 7 and/or Series 66 licenses a plus (experience)
Responsibilities
- Support smooth onboarding for new clients including data gathering and account setup
- Schedule and prepare for client and prospect meetings, managing all follow-ups
- Maintain accurate and up-to-date client and prospect data in the CRM system
- Serve as a 'second chair' advisor and independently lead select client review meetings
- Present financial plans and facilitate review discussions with clients
- Act as primary point of contact for account servicing, transactions, and general inquiries
- Proactively engage clients to address needs and resolve questions promptly
- Document all client interactions, service tasks, and compliance activities in CRM
- Collaborate with investment team on strategy recommendations and execution
- Monitor client account activity, escalate issues, and ensure regulatory compliance
Benefits
- general: Competitive base salary of $90,000–$120,000 plus performance bonus
- general: Work in a newly built, modern office space in Walnut Creek, CA
- general: High visibility and meaningful client interactions with growth opportunities
- general: Supportive team environment with opportunities to contribute to financial planning
- general: Comprehensive benefits package including health, dental, and vision insurance
- general: 401(k) matching and professional development programs
- general: Strong emphasis on work-life balance in a relationship-driven firm
- general: Career advancement potential within a growing wealth management firm
Tags & Categories
Answer 10 quick questions to check your fit for Sr. Client Service Associate - Careers at Robert Half @ Robert Half.
Related Books and Jobs