• Client Relationship Associate

    Robert Half Finance & Accounting (New York, NY)
    Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in ... 3+ years' Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and… more
    Robert Half Finance & Accounting (06/26/25)
    - Related Jobs
  • Client Service Associate - Wealth

    Robert Half Finance & Accounting (Mountain View, CA)
    …Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is ... and warmth + Manage client service requests and support Wealth Advisors + Prepare and process account paperwork accurately...or similar systems is a plus + Familiarity with Schwab , Fidelity, or TD Ameritrade is helpful + Strong… more
    Robert Half Finance & Accounting (06/25/25)
    - Related Jobs