Senior Client Service Associate

Description

We're partnering with a national wealth management platform to hire a Senior Client Service Associate supporting a high-performing advisory team serving sophisticated clients. This is a growth hire where you'll work closely with a Lead Financial Advisor and play a central role in both client relationships and financial planning support.

Why This Role

- Join a respected national wealth management platform

- High-visibility role supporting a top-producing advisory team

- Direct exposure to financial planning and client strategy

What You'll Do

- Support advisors in preparing financial plans and client materials

- Act as a key contact for client service and account requests

- Coordinate account activity and operational workflows

- Assist with planning across retirement, estate, and investment strategies

A great opportunity for someone looking to deepen their client advisory exposure while growing within a strong wealth management platform.

Requirements

What We're Looking For

- 3+ years of wealth management or financial services client-facing experience

- Series 7, 63, and 65 (or 66) required

- CFP (or in progress) strongly preferred

- Experience preparing financial plans and working directly with clients

- Strong attention to detail, organization, and communication skills

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 ()  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  for more information.

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