Client Service Associate San Carlos, CA | Robert Half

Client Service Associate

San Carlos, CA (Hybrid)

Established Wealth Management Firm

Competitive Base + Bonus

Join a growing advisory team in a hybrid client service role supporting both wealth management operations and insurance-related client needs. This opportunity requires strong client service experience and insurance expertise, with an eagerness to develop it in a collaborative, growth-focused environment. An excellent opportunity for a highly organized, client-focused professional who enjoys building relationships, managing complex workflows, and contributing to a collaborative, growth-oriented team.

The Role

The Client Service Associate will serve as a primary point of contact for clients while managing a variety of operational, administrative, and insurance servicing responsibilities. The role combines traditional wealth management client service functions with insurance case management and planning support, offering broad exposure across advisory operations.

Key Responsibilities

• Manage client account servicing, including account openings, beneficiary updates, money movement requests, rollovers, and account maintenance.
• Support life insurance and annuity operations, including application processing, underwriting coordination, carrier communication, policy servicing, and contract delivery.
• Serve as a primary contact for client inquiries and service requests via phone, email, and virtual meetings.
• Maintain accurate client records, workflows, and activity tracking within CRM and planning systems.
• Coordinate with custodians, insurance carriers, and internal team members to ensure timely execution of client requests.
• Track compliance-related activities, documentation, and operational processes.
• Assist with financial planning support, client onboarding, data gathering, and plan preparation.
• Manage advisor scheduling and client meeting coordination.
• Support referral tracking, marketing initiatives, and client engagement efforts.
• Assist with special projects and operational improvements as needed.

For fastest consideration, reach out to Anisa Henry via email or Linked In.