• Client Service Associate - Elite Wealth Management

    Robert Half Finance & Accounting (San Jose, CA)


    Description

    Interested? Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect!

     

    Client Service Associate – Wealth Management

     

    We’re seeking a motivated Client Service Associate to join a well‑established and rapidly growing investment advisory firm. This role offers a unique opportunity to deepen your expertise in portfolio operations, client service, and investment technology while working alongside a highly supportive and experienced team.

     

    You’ll receive hands‑on training in tools such as FactSet, Bloomberg, and Morningstar Direct, as well as ongoing development in compliance, client relations, and operational processes. Compensation and level will be tailored based on your experience.

    Key Responsibilities

    + Deliver exceptional service to a sophisticated client base

    + Process new account openings, closures, transfers, and other client paperwork

    + Prepare and execute trades and client transactions promptly and accurately

    + Support client meetings by generating performance reports, attribution analyses, and investment materials

     

    What We Offer

     

    + Competitive compensation

    + Healthcare benefits

    + 401(k) retirement plan

    + A supportive, education‑focused environment with ongoing training and professional development

    Requirements

    Want to know more? Apply today and send your resume via LinkedIn to JC del Rosario — let’s explore how this opportunity could be the right fit for your next career move.

    Qualifications

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

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

    + Strong analytical and problem‑solving skills

    + Familiarity with Fidelity or Schwab custodial platforms is a plus

    + Experience with Black Diamond or Morningstar preferred (training available)

    + Proficiency with Salesforce and Microsoft Office (Excel, Word, PowerPoint)

     

    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) .