Description A boutique wealth management firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm is known for delivering highly personalized financial advice and cultivating long-term relationships with a select group of clients. With over 15 years of experience in the advisory space, the team prides itself on a people-first approach and a client base built almost entirely through referrals. Position Overview: The Client Service Associate will serve as a key liaison between clients and advisors, ensuring exceptional service and operational support. This role requires a proactive, detail-oriented professional who thrives in a fast-paced environment and is passionate about delivering outstanding client experiences. Key Responsibilities: + Assist clients with beneficiary updates, wire transfers, and rollover requests. + Respond promptly to client inquiries regarding financial products and services. + Support client onboarding and ensure a smooth transition for new clients. + Process client transactions including deposits, withdrawals, and account updates. + Collaborate with financial advisors to align services with client financial plans. + Maintain accurate client records using CRM software (Salesforce). + Follow up on pending client requests to ensure timely resolution. + Uphold confidentiality and security of client information. + Provide administrative support including report and presentation preparation. Culture & Growth: This firm fosters a collaborative and growth-oriented environment where continuous learning is encouraged. Team members are supported in their professional development and are empowered to contribute meaningfully to the firm’s success. 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. + Minimum of 2 years of client service experience, preferably in financial services or wealth management. + Familiarity with broker-dealer platforms; experience with LPL is strongly preferred. + Strong written and verbal communication skills. + Professional demeanor with the ability to engage high-net-worth clients. + Reliable and punctual with a commitment to client-first service. + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred). + Excellent organizational skills and attention to detail. + Ability to multitask and manage competing priorities. Preferred Skills: + Prior experience in a financial advisory or wealth management setting. + Working knowledge of financial products and services. + FINRA licenses (Series 7 and 66) are a plus but not required. Excited about this role? We’d love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christan (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) .