• Client Service Associate - Wealth Management

    Robert Half Finance & Accounting (Mountain View, CA)


    Description

    Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is a full-time permanent role based in San Mateo County with a Hybrid schedule.

     

    This RIA helps individuals and families reach financial wellness with care and clarity. This role is perfect for someone who enjoys building relationships and wants to make a real impact in people’s financial lives.

     

    You'll be part of a collaborative, high-performing team that values hard work, integrity, and strong client service. The firm offers a positive culture, low turnover, and excellent work-life balance. With strong growth, consistent investment performance, and profit-sharing opportunities, this is a great place to build a lasting career.

    What You’ll Do:

    + Serve as the first point of contact for clients with professionalism and warmth

    + Manage client service requests and support Wealth Advisors

    + Prepare and process account paperwork accurately and on time

    + Handle account maintenance (transfers, RMDs, client instructions)

    + Monitor daily custodian alerts and follow up as needed

    + Support client onboarding, account setup, and CRM updates

    + Help coordinate meetings and maintain service calendars

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

    Requirements

    + Bachelor’s degree

    + 3+ years in client service or operations in wealth management (NO exceptions)

    + Proficiency in Microsoft Office; experience with Box, Salesforce, or similar systems is a plus

    + Familiarity with Schwab, Fidelity, or TD Ameritrade is helpful

    + Strong communication skills and a client-first mindset

    + Organized, detail-oriented, and able to manage multiple priorities

    + Team player who also works well independently

    + Comfortable in a fast-paced, entrepreneurial environment

     

    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) .