Client Service Associate - Wealth Management 100% Remote

Interested? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect! Client Service Associate – Boutique Wealth Management FirmLocation: Hybrid (San Francisco, 2 days/week) or Fully Remote About the OpportunityJoin a highly specialized wealth management firm that serves an exclusive clientele of senior executives, partners in consulting and law, and other accomplished professionals. Our approach is boutique and deeply personalized, focusing on comprehensive financial planning and long-term wealth strategies. This is an opportunity to work in a dynamic, forward-thinking environment that values precision, client care, and innovation. Why This Role MattersAs a Client Service Associate, you’ll be the backbone of client relationships—providing exceptional service, managing critical administrative processes, and ensuring seamless coordination between clients, advisors, and custodians. Your work will directly impact the client experience and the success of our advisory team. What You’ll Do<ul><li>Serve as the first point of contact for client inquiries and requests</li><li>Prepare and process documentation for new and existing accounts</li><li>Coordinate with custodians and vendors to ensure smooth transactions</li><li>Manage calendars, schedule meetings, and support advisor travel logistics</li><li>Prioritize multiple tasks in a fast-paced environment</li><li>(If licensed) Assist with trading and portfolio rebalancing</li></ul>What We Offer<ul><li>Competitive salary with annual profit sharing and 401(k) match</li><li>Comprehensive medical and dental benefits</li><li>Flexible overtime pay options</li><li>Generous vacation and sick time</li><li>Paid NYSE holidays</li><li>A collaborative, tech-savvy culture that values growth and innovation</li></ul>

Want to know more? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move. What We’re Looking For<ul><li>4-8 years of experience in wealth management. </li><li>Impeccable attention to detail and accuracy</li><li>Strong problem-solving skills and resourcefulness</li><li>Ability to work independently and take initiative</li><li>Proficiency in Microsoft Word and Excel</li><li>Experience with financial platforms (e.g., CRM, portfolio management tools) is a plus</li></ul>

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. <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. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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. © 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>.

San Francisco, CA
onsite
Permanent
70000.00 - 90000.00 USD / Yearly
Interested? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect! Client Service Associate – Boutique Wealth Management FirmLocation: Hybrid (San Francisco, 2 days/week) or Fully Remote About the OpportunityJoin a highly specialized wealth management firm that serves an exclusive clientele of senior executives, partners in consulting and law, and other accomplished professionals. Our approach is boutique and deeply personalized, focusing on comprehensive financial planning and long-term wealth strategies. This is an opportunity to work in a dynamic, forward-thinking environment that values precision, client care, and innovation. Why This Role MattersAs a Client Service Associate, you’ll be the backbone of client relationships—providing exceptional service, managing critical administrative processes, and ensuring seamless coordination between clients, advisors, and custodians. Your work will directly impact the client experience and the success of our advisory team. What You’ll Do<ul><li>Serve as the first point of contact for client inquiries and requests</li><li>Prepare and process documentation for new and existing accounts</li><li>Coordinate with custodians and vendors to ensure smooth transactions</li><li>Manage calendars, schedule meetings, and support advisor travel logistics</li><li>Prioritize multiple tasks in a fast-paced environment</li><li>(If licensed) Assist with trading and portfolio rebalancing</li></ul>What We Offer<ul><li>Competitive salary with annual profit sharing and 401(k) match</li><li>Comprehensive medical and dental benefits</li><li>Flexible overtime pay options</li><li>Generous vacation and sick time</li><li>Paid NYSE holidays</li><li>A collaborative, tech-savvy culture that values growth and innovation</li></ul>
2025-11-10T23:18:43Z

Client Service Associate - Wealth Management 100% Remote Job in San Francisco | Robert Half