<p>Jennifer Fukumae with <strong>Robert Half Finance &amp; Accounting</strong> is partnering with a respected wealth management firm in a<strong> beautiful new office in Walnut Creek seeking a Senior Client Service Associate</strong> to support a Senior Financial Advisor and deliver a high-touch client experience. </p><p>This role blends relationship management, financial planning support, and operational oversight within a collaborative advisory team.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Partner closely with a Senior Financial Advisor to support existing and prospective client relationships</li><li>Prepare for and attend client meetings, manage follow-up items, and conduct select review meetings independently</li><li>Present financial plan updates and serve as a secondary advisor on designated client relationships</li><li>Act as a primary contact for client servicing needs, account questions, and transaction requests</li><li>Lead onboarding for new clients, including account opening and asset transfers</li><li>Gather and input financial planning data into planning software</li><li>Maintain accurate CRM documentation and ensure all client interactions are properly recorded</li><li>Execute ongoing account maintenance and operational requests</li><li>Ensure adherence to firm policies and regulatory standards (SEC/FINRA)</li><li>Monitor account activity and maintain compliance-ready documentation</li><li>Collaborate with advisors and the investment committee to implement portfolio adjustments</li><li>Support process improvements and firm-wide initiatives as needed</li></ul><p><br></p>

<ul><li>Bachelor’s degree in Finance, Business, or related field (or equivalent experience)</li><li>3–5 years within an RIA, wealth management, or brokerage environment</li><li>Strong understanding of investment products, account types, and regulatory requirements</li><li><strong>Series 65 (or equivalent) preferred</strong></li><li>Proficiency with CRM systems, portfolio management platforms, and Microsoft Office</li></ul><p>If you’re a client-focused wealth management professional ready for a senior-level role with advisory exposure, please apply directly or message <strong>Jennifer Fukumae on LinkedIn</strong> for fastest consideration.</p>

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