Client Service Associate | Boutique RIA Firm

Description

Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via Linked In or email to start a conversation.

San Mateo, CA | Remote Flexibility Available

Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a growing, client-focused wealth management firm in San Mateo that is looking to add a Client Service Associate to its team. This is a great opportunity to join an expanding advisory practice and work closely with Financial Advisors to support high-net-worth clients and their day-to-day financial needs. The firm offers a collaborative team environment, a strong focus on client relationships, and the flexibility to work remotely.

Responsibilities

+ Coordinate new account openings, account transfers, and ongoing account maintenance.

+ Process beneficiary changes, address updates, money movement requests, and other account-related transactions.

+ Assist with insurance applications and related paperwork, including gathering and organizing required client information.

+ Communicate directly with clients via phone and email to gather documentation, provide updates, and address account-related questions.

+ Work with custodians, financial advisors, and internal team members to ensure client requests are handled accurately and efficiently.

+ Review account paperwork and documentation for accuracy and completeness prior to submission.

+ Maintain organized and up-to-date client records, ensuring proper documentation and recordkeeping.

+ Provide day-to-day administrative and operational support to Financial Advisors and the broader advisory team.

+ Assist with additional client service initiatives and operational projects as needed.

Requirements

+ 2-3+ years of client service or operations experience within an RIA, wealth management firm, broker-dealer, or similar financial services environment.

+ Active FINRA Series 7 license required.

+ California Life Insurance License required, or ability to obtain immediately upon joining.

+ Comfortable communicating directly with clients by phone and email.

+ Hands-on experience with account openings, account maintenance, money movement, and client documentation.

+ Strong organizational skills and exceptional attention to detail.

+ Excellent written and verbal communication skills.

+ Professional, service-oriented approach with the ability to handle sensitive client information and conversations with discretion.

+ Ability to manage multiple priorities while maintaining a high level of accuracy and follow-through.

Nice to Have

+ Experience working with LPL Financial or another independent broker-dealer.

+ Exposure to financial planning or paraplanning, particularly with eMoney (a huge plus).

Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via Linked In or email to start a conversation.

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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