<p>Join a well-established, independent wealth management firm with a long-standing reputation for delivering personalized investment strategies to high-net-worth individuals, families, and institutions. Our client is seeking a Client Service Associate to support a dynamic Private Wealth Advisory team. This is an excellent opportunity for a motivated, detail-oriented professional looking to grow within the private wealth management space. You’ll be working directly with high-net-worth clients and gain hands-on exposure to multiple areas of the business—from onboarding and account servicing to client communications and marketing support.</p><p><br></p><p>Responsibilities of this position will include:</p><p>·      Manage new client onboarding and account setup</p><p>·      Handle day-to-day service requests (wires, transfers, maintenance)</p><p>·      Support relationship management for select clients</p><p>·      Liaise with attorneys, accountants, and custodians</p><p>·      Prepare client communications and quarterly reports</p><p>·      Assist in marketing efforts: update materials, create presentations, and support email campaigns</p><p>·      Participate in developing better client communications and social media initiatives</p><p><br></p><p>For immediate consideration for this position please email Alex.Muzaurieta@roberthalf.</p>

<p>·      Bachelor’s degree in Finance, Accounting or related field</p><p>·      1+ years of client service experience, ideally in financial services</p><p>·      Excellent communication and relationship-building skills</p><p>·      Highly organized with strong attention to detail</p><p>·      Proficient in MS Excel </p>

<p>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.</p> <p>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. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>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 <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.</p>