Client Service Associate - Indep. RIA - 2 Days onsite

DescriptionBoutique Wealth Management Firm | 2 days on-site / 3 days from home!A growing boutique wealth management firm with family values, excellent tenures, and an outstanding client retention record is seeking a Client Service Associate or Senior Associate to support they high-net-worth individuals and family clients. This firm delivers customized investment management and financial planning with a strong fiduciary, relationship-driven approach.This is an excellent opportunity for someone who thrives in a high-touch advisory environment and enjoys owning client experience from onboarding through ongoing support. This role has room to grow into greater responsibilities over time and fosters long-term career opportunities and trajectory.Key Responsibilities+ Serve as a primary point of contact for high-net-worth clients+ Manage new client onboarding and account setup+ Prepare materials for client meetings and handle follow-up+ Support financial planning and portfolio servicing processes+ Coordinate with custodians, accountants, and attorneys+ Process account maintenance, cash movements, and service requests+ Maintain accurate client records in CRM and custodial platforms+ Assist clients with online access and platform navigation+ Proactively anticipate client needs and deliver thoughtful solutionsRequirementsQualifications+ Bachelor's degree or equivalent experience+ 1-5+ years of experience with an RIA, brokerage firm, or family office+ Experience with Fidelity, Schwab, Orion, and/or Redtail is a plus+ Strong organizational skills and attention to detail+ Excellent interpersonal and communication skills+ Ability to manage multiple priorities independently+ Proficiency in Microsoft 365 and financial systemsWhat's Offered+ Competitive salary + annual bonus+ Safe Harbor 401(k)+ Health, dental, and vision (or stipend option)+ Paid holidays + PTO + sick time+ Hybrid work environment+ Continuing education support (CFP, CFA, etc.)+ Secured garage parkingRobert 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) .