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Description

Job Posting: Client Service Associate – Wealth Management

A well-established and rapidly growing investment advisory firm is seeking a highly motivated Client Service Associate to join its wealth management team. This role is ideal for professionals looking to deepen their expertise in client relations, portfolio operations, and investment analysis within a collaborative and education-focused environment.

About the Role:

The Client Service Associate will play a key role in delivering exceptional service to sophisticated clients, supporting portfolio operations, and ensuring regulatory compliance. The firm offers a unique learning environment with ongoing training in financial technologies and compliance processes, making this an excellent opportunity for career growth in the financial services industry.

Key Responsibilities:

+ Deliver high-touch service to a diverse and sophisticated client base.

+ Process account openings, closures, transfers, and other client documentation.

+ Prepare and execute trades and client transactions promptly and accurately.

+ Support client meetings with performance reports and investment data.

+ Maintain confidential client records and ensure regulatory compliance.

+ Monitor client communications and respond with urgency and professionalism.

+ Track client scheduling, meeting documentation, and portfolio updates.

+ Reconcile client accounts with custodial records to ensure accuracy.

What We Offer:

+ Competitive compensation based on experience.

+ Comprehensive benefits package including healthcare and 401(k) retirement plan.

+ A collaborative team environment with ongoing training and professional development.

Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!

Requirements

Qualifications:

+ Bachelor’s degree required; Series 65 license is a plus.

+ 5+ years of experience in financial services, preferably in asset or wealth management, brokerage, or banking.

+ Strong analytical and problem-solving skills.

+ Excellent written and verbal communication abilities.

+ High attention to detail and ability to multitask in a fast-paced environment.

+ Familiarity with Fidelity and Schwab custodial platforms is a plus.

+ Experience with Black Diamond, Morningstar, Salesforce, and Microsoft Office (Excel, Word, PowerPoint) preferred.

Excited about this role? We’d love to hear from you!

Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move.

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) .