Client Service Associate | Wealth Management
Robert Half Finance & Accounting • San Carlos, CA • Posted June 22, 2026
About the Role
Description
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
Client Service Associate | Wealth Management | San Carlos; 2 days onsite | $75K–$115K base + discretionary bonus
A growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment.
What you’ll do:
+ Support client onboarding, account opening, and ongoing account servicing
+ Prepare materials for client meetings and assist with follow-up tasks
+ Coordinate with custodians and client partners such as accountants and attorneys
+ Assist with financial planning support and client...
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
Client Service Associate | Wealth Management | San Carlos; 2 days onsite | $75K–$115K base + discretionary bonus
A growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment.
What you’ll do:
+ Support client onboarding, account opening, and ongoing account servicing
+ Prepare materials for client meetings and assist with follow-up tasks
+ Coordinate with custodians and client partners such as accountants and attorneys
+ Assist with financial planning support and client...