• Client Service Associate at Thriving Wealth…

    Robert Half Finance & Accounting (Mountain View, CA)


    Description

    Michelle Espejo with Robert Half Financial Services is recruiting for a Junior Client Services Associate at a growing wealth management firm. This is a full-time permanent role based in San Mateo County with a Hybrid schedule.

     

    The firm provides tailored financial solutions to professionals, business owners, and families—and offers a strong mix of stability, growth, and a supportive culture. This is a great opportunity to be part of a collaborative, people-first team. Enjoy a firm-wide profit sharing and bonuses, and a “work hard, play hard” environment with high employee retention and consistent growth.

    Responsibilities

    + Schedule and coordinate client meetings

    + Maintain and improve admin processes; update CRM regularly

    + Support advisors and executives with day-to-day tasks

    + Greet clients and visitors; serve as the main point of contact

    + Answer and direct phone calls; manage follow-ups

    + Send cards, gifts, and other client touches

    + Help organize team events and client gatherings

    + Coordinate meeting logistics, lunches, and programs

    *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

    Requirements

    + 2+ years of wealth management experience (NO exceptions)

    + Bachelor’s degree

    + Event planning experience is a plus

    + Proficiency in Microsoft Office (Outlook, Excel, PowerPoint)

    + Familiarity with CRM and document management systems is a bonus

    + Exposure to custodial platforms like Schwab or TD Ameritrade is a plus

    + Personable, polished, and committed to exceptional client service

    + Highly organized, detail-oriented, and able to manage multiple tasks efficiently

    + Proactive team player who thrives in a dynamic, entrepreneurial environment and values strong relationships

     

    Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what’s out there.

     

    Robert 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) .