Description Join a people-first, high-touch wealth management firm with over 15 years of advisory experience and a client base built almost entirely on referrals. We’re a newly formed team with a proven track record, committed to delivering personalized financial guidance and exceptional service. We’re looking for a Client Service Associate who thrives in a relationship-driven environment and is passionate about helping clients achieve financial clarity. If you’re detail-oriented, proactive, and eager to grow, this is a great opportunity to make a meaningful impact. What You’ll Do + Be the go-to contact for client requests, from wire transfers and rollovers to beneficiary updates. + Support onboarding and ensure a smooth, welcoming experience for new clients. + Maintain accurate records in Salesforce and follow up on pending client needs. + Collaborate with advisors to align service with each client’s financial plan. + Prepare client-facing materials and provide general administrative support. Why Join This Company + Work with a close-knit, experienced team that puts people first + Grow in a firm that values continuous learning and personal development + Serve a stable, referral-based client base in a collaborative environment Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect! Requirements What We’re Looking For + Bachelor’s degree and 2+ years in client service (wealth management preferred) + Experience with broker-dealer platforms (LPL strongly preferred) + Strong communication skills and professional presence + Proficiency in Microsoft Office and CRM systems (Salesforce preferred) + Highly organized, reliable, and able to manage multiple priorities + Series 7 and 66 licenses 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) .