Job Information
Robert Half Senior Client Service Associate - Wealth Management in Walnut Creek, California
Description
*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Join a boutique financial firm known for its personalized approach to wealth management. This is a prime opportunity to work alongside experienced advisors, contribute to client success, and advance your expertise in financial planning.
Responsibilities:
Support client onboarding and manage scheduling, preparation, and follow-ups.
Maintain accurate CRM records and handle client service requests.
Assist in financial planning analysis and data management.
Participate in client meetings and strategy discussions.
Act as a secondary advisor, leading client reviews and recommending investment updates.
*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Requirements
5+ years of wealth management experience.
Bachelor’s degree in finance, accounting, or business.
Strong organizational and communication skills.
Ability to multi-task and work both independently and collaboratively.
*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
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. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) 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 roberthalf.gobenefits.net for more information.
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