<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p><strong>A leading, long‑established wealth management firm in Palo Alto is seeking a Client Service Associate (CSA)</strong> to join their high‑performing, collaborative team. This is an excellent opportunity for someone who wants to build long‑term roots, work closely with experienced advisors, and grow in a fast‑paced, client‑focused environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>For decades, this firm has served high‑net‑worth and ultra‑high‑net‑worth individuals, families, and institutions. With deep ties to the Bay Area and a commitment to personalized advice, they offer a sophisticated, relationship‑driven approach to wealth management</p><p><br></p><p><strong>About the Role</strong></p><p>The CSA will support a portfolio of HNW clients and act as a key member of the client service team. You’ll partner with advisors, collaborate cross‑functionally, and ensure clients receive an exceptional experience from onboarding through ongoing service.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain and enhance client relationships by anticipating needs and delivering timely, thoughtful support</li><li>Lead and execute the new client onboarding process</li><li>Coordinate with attorneys, accountants, and other client intermediaries</li><li>Support strategic planning efforts, including equity compensation strategies, estate/legacy planning coordination, and other complex client needs</li><li>Provide portfolio reporting, research support, and materials for meetings and touchpoints</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Clear long‑term growth potential within a respected wealth management firm</li><li>Tenured team, strong mentorship, and exposure to sophisticated planning</li><li>Hybrid schedule (onsite Tue/Thu + flexible 3rd day)</li><li>Supportive, people‑first culture where no task is too small</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary + annual discretionary bonus</li><li>Generous 401(k) match</li><li>Health, dental, and vision coverage</li><li>Parking, commuter benefits, and monthly phone stipend</li><li>Casual dress when not client‑facing</li><li>Financial support for <strong>CFP®</strong> or <strong>CFA</strong> certification</li><li>Free lunch Fridays + fully stocked kitchen</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Operations Associate | Thriving Wealth Management Firm | Danville| Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate or Senior CSA | Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-150k base (DOE) + Bonus</strong></p><p> </p><p>Our client is a <strong>boutique wealth management firm</strong> known for <strong>white-glove service</strong> and trusted guidance to <strong>ultra-high-net-worth families and private foundations</strong>. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience.</p><p> </p><p>This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a <strong>high-caliber client base</strong>. You’ll work closely with advisors and internal partners in an<strong> environment that values quality, accountability, and balance.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a primary contact for client service requests</li><li>Manage account onboarding, money movement, and account maintenance</li><li>Coordinate client meetings, materials, and follow-ups</li><li>Maintain accurate client records, CRM updates, and documentation</li><li>Work with custodians to process paperwork and resolve issues</li><li>Monitor daily transactions and workflows for accuracy</li><li>Support compliance processes and record retention</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Operations Associate</strong></p><p><em>Boutique Wealth Management | UHNW Clients | High‑Standards Environment</em></p><p><br></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking an Operations Associate to join its highly professional and growing team. With a selective client base and an institutional‑quality service model, the firm places a strong emphasis on precision, polish, and an exceptional client experience.</p><p><br></p><p>You’ll be joining a small, collaborative team that values integrity, meticulous work, and a personal approach to client service.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Operations Associate</strong> supports key operational functions across trading, reporting, data integrity, and account management. You’ll work directly with the leadership team to ensure smooth daily operations, accurate client reporting, and a consistent high‑quality experience for both advisors and clients.</p><p><br></p><p>This role is ideal for someone who enjoys problem‑solving, process improvement, and working in a boutique, high‑touch environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Trading & Investment Operations</strong></p><ul><li>Execute trades across custodial and trading platforms</li><li>Monitor and resolve trade issues; ensure timely and accurate settlement</li></ul><p><strong>Data Management & Reconciliation</strong></p><ul><li>Maintain accurate data across portfolio reporting systems, CRM, and custodial platforms</li><li>Reconcile transactions, cost basis, and holdings across all client accounts</li></ul><p><strong>Account Administration</strong></p><ul><li>Support account setup, transfers, and data feed management</li><li>Ensure accounts are correctly linked and updated across systems</li></ul><p><strong>Reporting & Internal Support</strong></p><ul><li>Prepare and distribute quarterly performance reports</li><li>Support advisors and internal teams with ad‑hoc operational projects</li><li>Work with compliance resources to maintain required documentation and operational standards</li></ul><p><strong>Process Improvement</strong></p><ul><li>Identify and implement improvements to enhance operational efficiency and accuracy</li><li>Contribute to refining the firm’s operational infrastructure as the organization grows</li></ul><p><strong>Who Will Thrive Here</strong></p><ul><li>Operations professionals who value precision and high‑quality work</li><li>Individuals who enjoy being central to a firm’s daily workflow and client infrastructure</li><li>Those who excel in small‑team, high‑standards environments</li><li>Candidates who take ownership, think proactively, and enjoy improving processes</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and learning more about your background.</p><p><br></p><p><strong>Operations Associate</strong></p><p><strong>Boutique Wealth Management | UHNW Clients | High‑Standards Environment</strong></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking an Operations Associate to join its highly professional and growing team. With a selective client base and an institutional‑quality service model, the firm emphasizes precision, polish, and an exceptional client experience.</p><p>You’ll be part of a small, collaborative team that values integrity, meticulous execution, and a personalized approach to client service.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Operations Associate supports core operational functions across trading, reporting, data integrity, and account administration. You’ll work directly with the leadership team to ensure smooth daily operations, accurate client reporting, and a consistent, high‑quality experience for both advisors and clients.</p><p>This role is ideal for someone who enjoys problem‑solving, enhancing processes, and thriving in a boutique, high‑touch environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Trading & Investment Operations</strong></p><ul><li>Execute trades across custodial and trading platforms</li><li>Monitor, troubleshoot, and resolve trade issues; ensure timely and accurate settlement</li></ul><p><strong>Data Management & Reconciliation</strong></p><ul><li>Maintain accurate data across portfolio reporting systems, the CRM, and custodial platforms</li><li>Reconcile transactions, cost basis, and holdings across all client accounts</li></ul><p><strong>Account Administration</strong></p><ul><li>Support account setup, transfers, and data‑feed management</li><li>Ensure accurate linking and updates across systems</li></ul><p><strong>Reporting & Internal Support</strong></p><ul><li>Prepare and distribute quarterly performance reports</li><li>Support advisors and internal teams with ad‑hoc operational projects</li><li>Partner with compliance resources to maintain documentation and operational standards</li></ul><p><strong>Process Improvement</strong></p><ul><li>Identify opportunities to enhance operational efficiency and accuracy</li><li>Contribute to strengthening the firm’s operational infrastructure as the organization grows</li></ul><p><strong>Who Will Thrive in This Role</strong></p><ul><li>Operations professionals who value precision and high‑quality work</li><li>Individuals who enjoy being central to a firm’s daily workflow and client infrastructure</li><li>Those who perform well in small‑team, high‑standards environments</li><li>Candidates who take ownership, think proactively, and seek to improve processes</li></ul>
<p><strong>Wealth Management Associate</strong></p><p><strong>About the Firm</strong></p><p>A relationship‑focused wealth management firm is seeking a Wealth Management Associate to join its collaborative, growth‑minded team. The firm partners with individuals, families, and business owners to clarify financial goals, build thoughtful strategies, and deliver long‑term impact. With an average client size of approximately $1.5M, the firm provides a high‑touch planning experience centered on trust, personalization, and exceptional service.</p><p>This role offers direct exposure to senior leadership, complex financial planning work, and a clear path toward becoming a trusted advisor.</p><p><br></p><p><strong>About the Role</strong></p><p>The Wealth Management Associate will partner closely with Senior Advisors across financial planning, client relationship management, and operational support. You’ll participate in client meetings, manage planning workflows, and ensure all follow‑up items are executed seamlessly.</p><p>The ideal candidate is analytical, detail‑oriented, proactive, and adept at managing multiple priorities in a dynamic environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Advisor Support</strong></p><ul><li>Attend client meetings, capture detailed notes, and manage follow‑up tasks</li><li>Support client communication and relationship management</li><li>Assist with client onboarding and ongoing service needs</li><li>Act as project manager to support Advisor priorities</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Maintain CRM workflows, tasks, and client records</li><li>Process account paperwork, transfers, and updates</li><li>Coordinate with custodians, broker‑dealers, and external partners</li><li>Prepare meeting materials, agendas, and presentations</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Gather and review financial documents for planning accuracy</li><li>Track deliverables and ensure timely completion</li><li>Identify opportunities to streamline planning processes</li><li>Assist with insurance illustrations and proposals (life, disability, LTC)</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Broad exposure to the full financial‑planning and wealth‑management process</li><li>A clear pathway to future client‑facing advisory responsibilities</li><li>Strong work‑life balance</li><li>Support for FINRA licensing and CFP® coursework</li></ul>
<p><strong>Client Service Associate – Wealth Management</strong></p><p>A rapidly growing Registered Investment Advisory firm is seeking a <strong>Client Service Associate</strong> to join its team. This role is ideal for someone who wants to deepen their expertise in wealth management, work closely with senior advisors, and build a long‑term career in a collaborative, high‑performing environment.</p><p><br></p><p>The firm has grown significantly through client referrals, maintains strong retention, and offers a highly educational workplace with training in industry‑leading technologies such as FactSet, Bloomberg, and Morningstar tools. You will receive hands‑on development in portfolio operations, client service, compliance processes, and performance reporting.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Service Associate, you will play a critical role in delivering a high level of service to sophisticated clients and supporting advisors across all aspects of operations and client management. You’ll be deeply involved in both client‑facing tasks and back‑office responsibilities, ensuring a smooth and accurate client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide high‑touch service to sophisticated clients </li><li>Prepare and process account paperwork, transfers, new accounts, and trade requests in a timely manner </li><li>Assist with client meetings by preparing performance, attribution, and investment reports </li><li>Maintain and organize confidential client documentation, legal and financial records, and correspondence </li><li>Handle ongoing compliance tasks in accordance with firm policies </li><li>Reconcile client portfolio accounts against custodial records to ensure accuracy </li><li>Monitor client emails, prepare meeting notes, and track scheduling and follow‑up items </li><li>Support back‑office reconciliation, portfolio monitoring, and operational processes</li><li>Assist with performance reporting, including contribution and attribution analysis</li><li>Support web‑based client meetings and operational workflows</li><li>Provide assistance with international banking logistics and asset movement</li></ul><p><strong>What Makes This Opportunity Stand Out</strong></p><ul><li>Clear career path with potential advancement into leadership roles</li><li>Low‑turnover environment with strong mentorship and internal development</li><li>Access to industry‑leading technology and ongoing training</li><li>Excellent work‑life balance within a stable and growing firm</li><li>Highly client‑focused culture with strong referral‑based growth</li><li>Firm supports professional designations (e.g., Series 65, CFP)</li></ul>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm | Palo Alto </strong></p><p><strong>Hybrid; 3 Days onsite | $Base + Bonus + Top Tier Perks!</strong></p><p> </p><p>Join a well-established wealth management firm supporting <strong>high-net-worth and ultra-high-net-worth individuals, families, and institutions</strong>. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships.</p><p> </p><p>The role offers a <strong>competitive compensation package with strong benefits</strong>, including a generous 401(k) match, comprehensive health coverage, parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Build trusted relationships with clients and anticipate their needs</li><li>Own the new client onboarding experience from start to finish</li><li>Partner closely with advisors on meaningful planning and investment work</li><li>Collaborate with accountants and attorneys on complex client needs</li><li>Support portfolios, reporting, and client deliverables in a high-volume setting</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Service Associate</strong></p><p><br></p><p><strong>Walnut Creek, CA | Onsite</strong></p><p><strong>$90–120K Base + Bonus</strong></p><p>A growing wealth management firm is seeking a <strong>Senior Client Service Associate</strong> to partner closely with a Senior Financial Advisor and support a high‑touch, relationship‑driven client experience. This is an onsite role in newly built, modern office space and offers strong visibility, meaningful client interaction, and opportunities to contribute across both client service and financial planning functions.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Senior Client Service Associate will support advisory teams with client onboarding, meeting preparation, financial planning data gathering, account management, and ongoing service needs. This role also includes opportunities to lead client review meetings, present financial plans, and serve as a secondary advisor to select client relationships.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Account Management</strong></p><ul><li>Support smooth onboarding for new clients</li><li>Schedule and prepare for client/prospect meetings; manage follow‑ups</li><li>Maintain accurate client and prospect data in the CRM</li><li>Serve as a “second chair” advisor and independently lead select client meetings</li><li>Present financial plans and assist with review discussions</li></ul><p><strong>Administrative & Operational Support</strong></p><ul><li>Complete client service tasks, including data gathering, account setup, maintenance, and general inquiries</li><li>Document all interactions and service tasks within the CRM</li><li>Provide general support for departmental projects as needed</li></ul><p><strong>Client Communication</strong></p><ul><li>Act as the primary point of contact for account servicing and transaction inquiries</li><li>Proactively engage clients to ensure needs are met and questions are addressed promptly</li></ul><p><strong>Compliance</strong></p><ul><li>Follow established procedures to ensure compliance with firm policies and regulatory requirements</li><li>Monitor client account activity and escalate potential issues</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Perform foundational advisory functions and support a small set of clients as needed</li><li>Collaborate with the investment team on strategy recommendations and execution</li><li>Participate in team and staff meetings to support consistent service delivery</li><li>Assist with firmwide projects assigned by leadership</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—happy to connect and learn more about your background.</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p>A leading, long‑established wealth management firm in Palo Alto is seeking a Client Service Associate (CSA) to join its high‑performing, collaborative team. This role is ideal for someone who wants to put down long‑term roots, partner closely with experienced advisors, and thrive in a fast‑paced, client‑focused environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>For decades, this firm has supported high‑net‑worth and ultra‑high‑net‑worth individuals, families, and institutions. With deep Bay Area roots and a commitment to personalized, relationship‑driven guidance, the team delivers highly tailored wealth planning and investment support.</p><p><br></p><p><strong>About the Role</strong></p><p>As a CSA, you will support a portfolio of HNW clients and serve as an essential member of the client service team. You’ll collaborate with advisors, coordinate across internal and external partners, and ensure clients receive exceptional service from onboarding through ongoing relationship management.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Strengthen client relationships by anticipating needs and delivering timely, proactive support</li><li>Lead and manage the end‑to‑end new client onboarding process</li><li>Coordinate with attorneys, accountants, and external client partners</li><li>Support planning initiatives, including equity compensation strategies and estate/legacy planning workflows</li><li>Prepare portfolio reports, research materials, and meeting deliverables</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Clear pathway for long‑term growth within a respected wealth management organization</li><li>Strong mentorship and exposure to sophisticated planning strategies</li><li>Hybrid schedule (onsite Tue/Thu + flexible third day)</li><li>Supportive, people‑first culture where collaboration is highly valued</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary + annual discretionary bonus</li><li>Generous 401(k) match</li><li>Health, dental, and vision coverage</li><li>Parking, commuter benefits, and phone stipend</li><li>Casual dress when not meeting with clients</li><li>Financial support for CFP® or CFA certification</li><li>Free lunch Fridays + fully stocked kitchen</li></ul>
<p>Interested in joining a collaborative wealth management team where problem-solving is thoughtful and client relationships are built for the long term?</p><p><br></p><p><strong>Jennifer Fukumae with Robert Half</strong> is working with an established advisory firm in the Bay Area that has been guiding clients for decades, supporting individuals, families, business owners, and institutions. Their approach centers on bringing clarity to complex financial lives and delivering personalized strategies that help clients grow, protect, and transfer wealth with confidence. If you value a team-driven environment and meaningful, long-term client impact, this could be a great firm to explore.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as a primary service contact for a group of high-net-worth and ultra-high-net-worth clients and families</li><li>Proactively manage client relationships by anticipating needs, resolving issues, and delivering timely, high-touch service</li><li>Lead and coordinate the end-to-end client onboarding process, including account setup, documentation, and custodial coordination</li><li>Partner with clients’ external advisors (CPAs, attorneys, trustees, etc.) to support holistic wealth management needs</li><li>Assist with complex planning scenarios such as equity compensation/10b5-1 plans, concentrated stock management, life transitions (e.g., divorce), philanthropic strategies, and estate planning coordination</li><li>Prepare portfolio analysis, performance materials, and client-ready reports to support investment reviews and relationship management</li><li>Support ongoing client communications, meeting preparation, and follow-up action items</li><li>Contribute to internal projects and process improvements to enhance client experience and operational efficiency</li><li>Collaborate cross-functionally with investment, operations, and planning teams to ensure seamless service delivery</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Wealth Management Associate</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A relationship‑driven wealth management firm is seeking a <strong>Wealth Management Associate</strong> to join its collaborative and growth‑oriented team. The firm partners with individuals, families, and business owners to clarify goals, develop thoughtful financial strategies, and deliver meaningful long‑term impact. With an average client size of roughly $1.5M, the firm provides a high‑touch, personalized planning experience built on trust and exceptional service.</p><p>This role offers hands‑on exposure to senior leadership, sophisticated planning work, and a clear path to developing into a trusted advisor.</p><p><br></p><p><strong>About the Role</strong></p><p>The Wealth Management Associate will support Senior Advisors across financial planning, client relationship management, and operational execution. This position acts as a key partner—participating in client meetings, managing planning workflows, and ensuring seamless follow‑through on all action items.</p><p><br></p><p>The ideal candidate is analytical, detail‑oriented, proactive, and comfortable managing multiple priorities in a fast‑paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Advisor Support</strong></p><ul><li>Attend client meetings, take detailed notes, and drive follow‑up tasks</li><li>Support client communication and relationship management</li><li>Assist with onboarding new clients and ongoing service needs</li><li>Serve as a project manager to help Advisors execute business priorities</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Maintain and update CRM workflows, tasks, and records</li><li>Handle account paperwork, transfers, updates, and coordination with custodians</li><li>Interface with broker‑dealers and other external partners</li><li>Prepare meeting materials, agendas, and client presentations</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Gather and review client financial documents for planning accuracy</li><li>Track planning deliverables and ensure timely completion</li><li>Identify opportunities to streamline and improve planning processes</li><li>Assist with insurance illustrations and proposals (life, disability, LTC)</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Broad exposure to the full financial planning and wealth‑management process</li><li>A clear path to future client‑facing advisory responsibilities</li><li>Strong work‑life balance</li><li>Support for FINRA licensing and CFP® coursework</li></ul>
<p><strong>Wealth Management Associate</strong></p><p><strong>Client‑Focused | Analytical | Growing Firm Environment</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A relationship‑driven wealth management firm is seeking a Wealth Management Associate to join its collaborative, growth‑minded team. The firm partners with individuals, families, and business owners to clarify their goals, build meaningful financial strategies, and create impact beyond traditional returns. With an average client size of approximately $1.5M, the firm delivers high‑touch planning and exceptional client service through a thoughtful, people‑first approach.</p><p>This role provides the opportunity to work closely with senior leadership, engage in sophisticated planning, and develop into a trusted advisor over time.</p><p><br></p><p><strong>About the Role</strong></p><p>As a <strong>Wealth Management Associate</strong>, you will support Senior Advisors across financial planning, client relationship management, and daily operational needs. You will act as a strategic partner—helping manage planning workflows, joining client meetings, and ensuring follow‑through on critical action items.</p><p>Success requires strong analytical ability, solid judgment, exceptional attention to detail, and the ability to manage multiple priorities in a dynamic environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Advisor Support</strong></p><ul><li>Join client meetings, take notes, and manage follow‑up action items</li><li>Provide high‑level client communication and relationship support</li><li>Support onboarding of new clients and ongoing relationship development</li><li>Act as a project manager to help Senior Advisors execute on business‑unit priorities</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Manage CRM workflows, updates, and task tracking</li><li>Handle account paperwork, transfers, updates, and custodian communication</li><li>Coordinate with broker‑dealers and external partners</li><li>Prepare meeting agendas, client presentations, and supporting documents</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Collect and review client financial documents for planning accuracy</li><li>Track planning‑related tasks and update workflows as needed</li><li>Identify opportunities to improve financial planning processes</li><li>Assist with insurance proposals (life, disability, long‑term care)</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Analytical thinkers who enjoy solving complex problems</li><li>Individuals who take ownership and “lean in” to challenges</li><li>Professionals who value accuracy, high standards, and operational excellence</li><li>Team‑oriented communicators who appreciate a supportive and growing environment</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Broad exposure to the full wealth‑management process</li><li>Future opportunities to work directly with clients as an advisor</li><li>Strong emphasis on work‑life balance</li><li>Support for FINRA licensing and CFP® coursework</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and learning more about your background.</p><p><br></p><p><strong>Associate Planner</strong></p><p><strong>Client‑Focused | Growth‑Oriented | Impact‑Driven</strong></p><p>Join a values‑driven wealth advisory firm committed to simplifying the complex, building trusted relationships, and delivering exceptional client experiences. This role is ideal for someone early in their financial‑services career who wants meaningful hands‑on exposure, mentorship, and a long‑term path for advancement.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Support advisors in the day‑to‑day management of client relationships</li><li>Assist with data gathering, financial plan development, scenario modeling, and case design</li><li>Prepare client meeting materials and contribute by capturing detailed notes and action items</li><li>Maintain accurate and organized client records across internal systems</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Service‑oriented professionals who genuinely care about client outcomes</li><li>Team players who value trust, accountability, and collaboration</li><li>Individuals who are proactive, adaptable, and excited to learn</li><li>Those who want to make a meaningful impact in clients’ financial lives</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Associate Planner</strong></p><p><em>Client‑Focused | Growth‑Oriented | Impact‑Driven</em></p><p><br></p><p>Are you passionate about helping others achieve clarity and confidence in their financial lives? Join a values‑driven wealth advisory firm dedicated to simplifying the complex, building trusted relationships, and delivering exceptional client experiences.</p><p><br></p><p>We are seeking an <strong>Associate Planner </strong>to support advisors in delivering holistic wealth management and financial planning. This is an excellent opportunity for someone early in their financial‑services career who wants hands‑on experience, mentorship, and a path for long‑term growth.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Support advisors with day‑to‑day management of client relationships</li><li>Assist with data gathering, financial plan creation, scenario modeling, and case design</li><li>Prepare client meeting materials and participate in meetings to capture detailed notes and action items</li><li>Maintain accurate client records across internal systems</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Service‑driven professionals who genuinely care about clients</li><li>Team players who value trust, accountability, and collaboration</li><li>Individuals who are adaptable, proactive, and eager to grow</li><li>Those who want to make a meaningful impact in clients’ lives</li></ul>
<p>Reach out to<strong> <u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus</strong></p><p> </p><p>Our client is a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Service Associate (CSA) / Senior Client Service Associate</strong></p><p><em>Boutique Wealth Management | UHNW Clients | High‑Touch Service</em></p><p><br></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking a Client Service Associate to join its tight‑knit, growing team. The firm provides institutional‑quality investment advice and a virtual family office experience to a select group of clients. With a small team and a highly personalized service model, this role is critical in delivering a seamless, detail‑perfect client experience.</p><p><br></p><p>This is an excellent opportunity for someone who thrives in a high‑integrity environment and enjoys both relationship management and operational problem‑solving.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Client Service Associate</strong> (or <strong>Senior CSA</strong>, depending on experience) plays a central role in client service, account administration, and operational support. You’ll work closely with advisors and clients to ensure smooth daily operations, exceptional responsiveness, and accurate handling of all client requests. Due to the lean team structure, this role also supports compliance, reporting, and general business operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Support</strong></p><ul><li>Serve as a primary point of contact for client service requests</li><li>Manage onboarding, money movement (wires, ACH, RMDs, transfers), and account maintenance</li><li>Prepare materials for client meetings and assist with follow‑up tasks</li><li>Maintain accurate client records and documentation</li></ul><p><strong>Custodial & Operational Support</strong></p><ul><li>Coordinate with custodians (e.g., Schwab) to process forms and resolve issues</li><li>Monitor daily workflows and transactions for accuracy and completion</li><li>Assist with compliance processes and documentation retention</li></ul><p><strong>Internal Team Support</strong></p><ul><li>Prepare client reports and assist with CRM updates and task management</li><li>Collaborate with the advisory and investment teams to support planning and portfolio work</li><li>Support compliance consultants to ensure regulatory alignment</li><li>Contribute to efficient daily office operations</li></ul><p><strong>Who Will Thrive in This Role</strong></p><ul><li>Service‑driven professionals who value precision and high‑quality work</li><li>Individuals who enjoy being a trusted support partner to both clients and advisors</li><li>Those who thrive in a boutique, collaborative, and highly professional environment</li><li>Candidates who appreciate a role where accuracy, responsiveness, and client care are paramount</li></ul>
<p><strong>Client Associate / Client Service Associate</strong></p><p>A reputable and growing wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch client experience for high‑net‑worth households. This role blends client service, operational support, relationship management, and light financial planning tasks—ideal for someone who enjoys being client‑facing, detail‑oriented, and a key part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>The Client Associate will work closely with financial advisors, serving as a primary point of contact for clients and helping manage day‑to‑day account activity. You’ll assist with onboarding, account maintenance, financial documentation, meeting preparation, and ongoing service needs. The ideal candidate is proactive, and eager to grow within the wealth management industry.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a primary contact for client inquiries, account activity questions, online access, and service needs</li><li>Support client onboarding, account opening, transfers, and ongoing account maintenance</li><li>Assist with financial planning data gathering and client meeting preparation</li><li>Attend client meetings and help present relevant materials when needed</li><li>Manage life‑event updates and ensure all client information is current and accurate</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, checks, deposits, redemptions)</li><li>Complete subscription documents, cash management tasks, and RMD support</li><li>Reconcile account activity, transfers, and daily transactions for accuracy</li><li>Maintain client files and documentation in accordance with compliance standards</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Assist with internal projects, marketing initiatives, and event support</li><li>Provide general administrative assistance to the advisory team</li><li>Participate in required compliance and continuing‑education sessions</li></ul><p><strong>Skills & Key Attributes</strong></p><ul><li>Exceptional communication and relationship‑building skills</li><li>Highly analytical, organized, and detail‑oriented</li><li>Professional presence and strong client‑facing demeanor</li><li>Friendly telephone manner and strong service orientation</li><li>Self‑motivated, flexible, reliable, and eager to learn</li><li>Able to handle confidential information with discretion</li><li>Thrives in a fast‑paced, dynamic work environment</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Associate / Client Service Associate</strong></p><p>A growing and reputable wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch experience to high‑net‑worth clients. This role blends client service, operational support, relationship management, and light financial planning—perfect for someone who enjoys being client‑facing, detail‑oriented, and an integral part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Associate, you’ll partner closely with financial advisors and serve as a primary point of contact for clients. You’ll assist with onboarding, account maintenance, meeting preparation, and day‑to‑day service needs. The ideal candidate is proactive, professional, and eager to grow within the wealth management field.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a main point of contact for client inquiries and service needs</li><li>Support onboarding, account opening, transfers, and maintenance</li><li>Assist with financial planning data gathering and meeting preparation</li><li>Attend client meetings and help prepare or present supporting materials</li><li>Manage life‑event updates and ensure accurate, up‑to‑date client information</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, deposits, redemptions)</li><li>Handle subscription documents, cash management, and RMD support</li><li>Reconcile daily transactions and account activity for accuracy</li><li>Maintain compliant, organized client records and documentation</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Support internal projects, marketing efforts, and client events</li><li>Provide general administrative support to the advisory team</li><li>Participate in compliance and continuing‑education activities</li></ul><p><br></p><p><strong>Skills & Attributes</strong></p><ul><li>Strong communication and relationship‑building skills</li><li>Highly organized, analytical, and detail‑oriented</li><li>Professional presence with a strong client‑facing demeanor</li><li>Friendly phone manner and strong service orientation</li><li>Self‑motivated, reliable, and adaptable in a fast‑paced environment</li><li>Ability to handle confidential information with discretion</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and learning more about your background.</p><p><br></p><p><strong>Client Service Associate (CSA) / Senior Client Service Associate</strong></p><p><strong>Boutique Wealth Management | UHNW Clients | High‑Touch Service</strong></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking a Client Service Associate to join its close‑knit, growing team. The firm delivers institutional‑level investment guidance and a virtual family office experience to a select group of clients. With a small, collaborative team and a highly personalized service model, this role is essential in ensuring a seamless, detail‑driven client experience.</p><p>This opportunity is ideal for someone who thrives in a high‑integrity environment and enjoys combining client relationship support with operational problem‑solving.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate (or Senior CSA, depending on experience) plays a pivotal role in client service, account administration, and operational support. You will work closely with advisors and clients to ensure smooth daily operations, exceptional responsiveness, and precise handling of all client needs. Because of the lean team structure, this role also supports compliance, reporting, and general business operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Support</strong></p><ul><li>Serve as a primary point of contact for client service requests</li><li>Manage onboarding, money movement (wires, ACH, RMDs, transfers), and account maintenance</li><li>Prepare materials for client meetings and support follow‑up execution</li><li>Maintain accurate and organized client records and documentation</li></ul><p><strong>Custodial & Operational Support</strong></p><ul><li>Coordinate with custodians (e.g., Schwab) to process forms and resolve issues</li><li>Monitor daily workflows and transactions for accuracy and timely completion</li><li>Assist with compliance procedures and documentation management</li></ul><p><strong>Internal Team Support</strong></p><ul><li>Prepare client reports and support CRM updates and task tracking</li><li>Collaborate with advisory and investment teams on planning and portfolio initiatives</li><li>Work with compliance consultants to ensure regulatory alignment</li><li>Contribute to efficient, high‑quality daily office operations</li></ul><p><strong>Who Will Thrive in This Role</strong></p><ul><li>Service‑driven professionals who value precision and consistency</li><li>Individuals who enjoy being trusted partners to both clients and advisors</li><li>Those who perform well in a boutique, collaborative, and highly professional setting</li><li>Candidates who appreciate a role where accuracy, responsiveness, and exceptional client care are paramount</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Lead Planner</strong></p><p><em>Client‑Centered | Relationship‑Driven | Impact‑Focused</em></p><p>Are you passionate about guiding individuals and families through meaningful financial decisions? Join a values‑driven wealth advisory firm committed to simplifying the complex, earning trust, and delivering exceptional service with care and clarity.</p><p><br></p><p>We’re seeking an experienced <strong>Lead Planner </strong>to lead client relationships, provide holistic financial guidance, and mentor Associate Wealth Architects. This role is ideal for a experienced advisor who thrives on making a genuine impact while contributing to a collaborative, mission‑aligned team.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the primary advisor for a portfolio of client relationships</li><li>Deepen client trust through ongoing communication, planning updates, and proactive guidance</li><li>Lead the completion and review of financial planning materials, including balance sheets, strategic plans, financial plans, cash‑flow analyses, estate and account maps, and investment reporting</li><li>Deliver comprehensive financial advice across investment management, tax and estate considerations, risk management, liabilities, family planning needs, and long‑term wealth strategies</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Advisors who genuinely care about clients and deliver advice with empathy</li><li>Professionals who value teamwork, accountability, and integrity</li><li>Leaders who enjoy mentoring others and elevating team performance</li><li>Individuals who embrace continuous improvement and personal growth</li></ul>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting</strong> is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families and private foundations. The firm manages approximately $700M in AUM, with an average client relationship exceeding $15M. With a lean, four-person team, the firm places a premium on professionalism, precision, and high-quality written communication to meet the elevated expectations of its client base.</p><p><strong>Position Overview</strong></p><p>This Client Services Associate (CSA) role is integral to delivering a seamless, white-glove client experience. The CSA will partner closely with advisors and clients to manage daily operational needs, oversee account administration, and uphold the firm’s standard of highly responsive, personalized service. Given the firm’s boutique structure, this role also provides exposure to broader operational functions, including compliance support, reporting, and general business operations.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for client service inquiries, delivering timely, professional support</li><li>Manage account onboarding, maintenance, and money movement (wires, ACH, transfers, RMDs)</li><li>Coordinate client meetings, including scheduling, preparation, and follow-up</li><li>Interface with custodians (e.g., Charles Schwab) to process documentation, track transfers, and resolve issues</li><li>Monitor daily transactions and workflows to ensure accuracy, timeliness, and compliance</li><li>Maintain accurate client records, CRM updates, reporting, and task tracking</li><li>Collaborate cross-functionally with advisors and compliance partners to support regulatory requirements and efficient firm operations</li></ul>
<p>Are you current a Client Service Associate looking for that next step as a Senior Client Service Associate?</p><p><br></p><p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting</strong> is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families and private foundations. The firm manages approximately $700M in AUM, with an average client relationship exceeding $15M. With a lean, four-person team, the firm places a premium on professionalism, precision, and high-quality written communication to meet the elevated expectations of its client base.</p><p><br></p><p><strong>Position Overview</strong></p><p>This Client Services Associate (CSA) role is integral to delivering a seamless, white-glove client experience. The CSA will partner closely with advisors and clients to manage daily operational needs, oversee account administration, and uphold the firm’s standard of highly responsive, personalized service. Given the firm’s boutique structure, this role also provides exposure to broader operational functions, including compliance support, reporting, and general business operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for client service inquiries, delivering timely, professional support</li><li>Manage account onboarding, maintenance, and money movement (wires, ACH, transfers, RMDs)</li><li>Coordinate client meetings, including scheduling, preparation, and follow-up</li><li>Interface with custodians (e.g., Charles Schwab) to process documentation, track transfers, and resolve issues</li><li>Monitor daily transactions and workflows to ensure accuracy, timeliness, and compliance</li><li>Maintain accurate client records, CRM updates, reporting, and task tracking</li><li>Collaborate cross-functionally with advisors and compliance partners to support regulatory requirements and efficient firm operations</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Services Associate | Wealth Management Firm | San Jose</strong></p><p><br></p><p>Join a thriving wealth management firm known for its rapid growth, exceptional service, and innovative technology. The firm offers great career development opportunities, competitive compensation, and a supportive, team-oriented environment.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Providing excellent service to clients.</li><li>Helping out in client meetings.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in web calls and international banking support.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting</strong> is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families and private foundations. The firm manages approximately $700M in AUM, with an average client relationship exceeding $15M. With a lean, four-person team, the firm places a premium on professionalism, precision, and high-quality written communication to meet the elevated expectations of its client base.</p><p><br></p><p>This Client Services Associate (CSA) role is integral to delivering a seamless, white-glove client experience. The CSA will partner closely with advisors and clients to manage daily operational needs, oversee account administration, and uphold the firm’s standard of highly responsive, personalized service. Given the firm’s boutique structure, this role also provides exposure to broader operational functions, including compliance support, reporting, and general business operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for client service inquiries, delivering timely, professional support</li><li>Manage account onboarding, maintenance, and money movement (wires, ACH, transfers, RMDs)</li><li>Coordinate client meetings, including scheduling, preparation, and follow-up</li><li>Interface with custodians (e.g., Charles Schwab) to process documentation, track transfers, and resolve issues</li><li>Monitor daily transactions and workflows to ensure accuracy, timeliness, and compliance</li><li>Maintain accurate client records, CRM updates, reporting, and task tracking</li><li>Collaborate cross-functionally with advisors and compliance partners to support regulatory requirements and efficient firm operations</li></ul><p><br></p>
