• Client Service Associate

    Robert Half Finance & Accounting (San Jose, CA)


    Description

    Please contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity.

     

    Job Posting: Client Service Associate

     

    Employment Type: Full-Time

     

    Comp: $88-120k + Bonus

     

    Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We’re seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers competitive compensation. Join a collaborative team where your skills will make a direct impact on clients' success and the firm's continued growth. If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we want to hear from you. Apply now to take the next step in your career and please ping Jennifer Fukumae on LinkedIn to have a conversation about the role!

    Responsibilities:

    + Generate performance reporting and analyze effects of contribution and attribution.

    + Assist with implementing back office reconciliation processes.

    + Provide a high level of customer support to high net worth individuals.

    + Keeping up-to-date with client documentation.

    + Adhering to regulatory rules.

    + Processing client transactions accurately and punctually.

    + Assisting in bank operations (web calls) and international banking support.

    Requirements

    + 3+ years of experience within the financial services sector, specifically Wealth Management

    + A history of job stability.

    + Willingness to work on-site in San Jose.

    + Excellent communication and problem-solving skills.

    + Familiarity with tools like Fidelity, Schwab, Salesforce, and Microsoft Office suite.

    + Series 7 and 65 licenses are a plus

     

    Please contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity.

     

    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) .