Client Service Associate at Reputable Wealth Management Firm
Job Description
Job Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.
Client Service Associate | Wealth Management Firm | Palo Alto
Hybrid; 3 Days onsite | $Base + Bonus + Top Tier Perks!
Join a well-established wealth management firm supporting high-net-worth and ultra-high-net-worth individuals, families, and institutions. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships.
The role offers a competitive compensation package with strong benefits, 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.
Responsibilities
- Build trusted relationships with clients and anticipate their needs
- Own the new client onboarding experience from start to finish
- Partner closely with advisors on meaningful planning and investment work
- Collaborate with accountants and attorneys on complex client needs
- Support portfolios, reporting, and client deliverables in a high-volume setting
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
- 2–4+ years of wealth management experience, ideally from another RIA
- A proactive, detail-driven mindset with strong follow-through
- Experience with Fidelity, Schwab, Orion, or Salesforce a plus
- Confidence working directly with clients and internal teams
- Comfort juggling multiple priorities in a fast-paced environment
- Strong tech skills across Microsoft 365, CRM, and reporting tools
Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.