Client Service Associate - Beautiful Office on the Peninsula

DescriptionIf interested, please reach out to Jennifer Fukumae on LinkedIn for quickest consideration!Established wealth management firm serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is seeking a Client Service Associate to join its growing team in the Peninsula/San Francisco area. This role offers exposure to sophisticated financial planning, investment management, and client relationship support within a collaborative environment.Responsibilities+ Support and maintain relationships with high-net-worth clients+ Coordinate and execute new client onboarding+ Partner with attorneys, accountants, and other client advisors+ Assist with strategic planning initiatives including concentrated stock, estate planning, philanthropy, and 10b5-1 plans+ Provide portfolio reporting, analytical, and relationship management support+ Collaborate across teams to deliver a high-touch client experienceRequirements+ Bachelor's degree or equivalent experience+ 1-3+ years of experience within an RIA, brokerage, or family office+ Experience with Fidelity, Schwab, Orion, and/or Salesforce preferred+ Strong communication, organization, and problem-solving skills+ Ability to manage multiple priorities independently and within a team environment+ Proficiency with Microsoft 365, CRM systems, and financial planning/reporting softwareAmazing Benefits+ Competitive compensation + bonus+ 401(k) match and comprehensive medical benefits+ Hybrid work environment+ CFP/CFA educational support+ Commuter benefits and parking+ Collaborative culture with team perks and office amenitiesRobert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .