Client Service Associate -Walnut Creek, CA

Client Service AssociateLocation: Walnut Creek, CA | In-Office Preferred (Hybrid Flex)Compensation: $70,000 – $90,000 DOE + Full Benefits + Career Growth Jennifer Fukumae is partnering with a boutique RIA in Walnut Creek that is actively seeking a Client Service Associate to support its growing client base and advisory team. This is an exciting opportunity to join a firm that is scaling thoughtfully, prioritizing high-touch client service, operational excellence, and long-term professional development. About the RoleAs a Client Service Associate, you will be a primary point of contact for clients and an integral part of the advisory team. This role involves managing client onboarding, account maintenance, and ongoing service requests, while ensuring a seamless client experience. You’ll collaborate with advisors, custodians, and operations staff to deliver accurate, timely, and personalized service.Key Responsibilities<ul><li>Serve as the first point of contact for client service requests via phone and email</li><li>Coordinate account openings, money movements, and maintenance across custodians (e.g., Schwab, Fidelity)</li><li>Prepare meeting materials, performance reports, and documentation for client reviews</li><li>Maintain accurate client records and assist with compliance requirements</li><li>Support client onboarding, transfers, and day-to-day operational needs</li><li>Partner with the advisory team on administrative and operational projects</li><li>Learn firm systems, processes, and service philosophy through direct mentorship and training</li></ul>

Qualifications<ul><li>1–3+ years of experience in client service or operations within financial services (RIA, broker-dealer, custodian, or bank)</li><li>Strong communication skills and a client-first mindset</li><li>High attention to detail and ability to manage multiple priorities across systems and custodians</li><li>Proficiency in Microsoft Office; experience with CRM or portfolio reporting software is preferred</li><li>Bachelor’s degree preferred but not required</li><li>Demonstrated initiative, adaptability, and eagerness to grow in a collaborative team environment</li></ul>Why Join This Firm?<ul><li>Be part of a growing firm with a clear vision and experienced leadership</li><li>Receive hands-on mentorship from seasoned wealth management professionals</li><li>Competitive compensation package with full benefits (medical, dental, vision, 401(k), PTO)</li><li>Supportive, team-oriented culture built on integrity and client service excellence</li><li>Defined career path with opportunities to grow into operations, planning, or advisory roles</li></ul>Interested in learning more?Please reach out to Jennifer Fukumae at Robert Half on LinkedIn for a confidential conversation and apply directly to be considered.

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. 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>.

Walnut Creek, CA
remote
Permanent
70000.00 - 90000.00 USD / Yearly
Client Service AssociateLocation: Walnut Creek, CA | In-Office Preferred (Hybrid Flex)Compensation: $70,000 – $90,000 DOE + Full Benefits + Career Growth Jennifer Fukumae is partnering with a boutique RIA in Walnut Creek that is actively seeking a Client Service Associate to support its growing client base and advisory team. This is an exciting opportunity to join a firm that is scaling thoughtfully, prioritizing high-touch client service, operational excellence, and long-term professional development. About the RoleAs a Client Service Associate, you will be a primary point of contact for clients and an integral part of the advisory team. This role involves managing client onboarding, account maintenance, and ongoing service requests, while ensuring a seamless client experience. You’ll collaborate with advisors, custodians, and operations staff to deliver accurate, timely, and personalized service.Key Responsibilities<ul><li>Serve as the first point of contact for client service requests via phone and email</li><li>Coordinate account openings, money movements, and maintenance across custodians (e.g., Schwab, Fidelity)</li><li>Prepare meeting materials, performance reports, and documentation for client reviews</li><li>Maintain accurate client records and assist with compliance requirements</li><li>Support client onboarding, transfers, and day-to-day operational needs</li><li>Partner with the advisory team on administrative and operational projects</li><li>Learn firm systems, processes, and service philosophy through direct mentorship and training</li></ul>
2025-08-26T23:39:20Z