Client Service Associate at Thriving Wealth Management Firm
Robert Half
Job Description
Job Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.
Client Service Associate | Thriving Wealth Management Firm | Palo Alto
Hybrid; 3 Days onsite (flexible) | $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, unlimited PTO , free 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
Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within wealth management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.
Vacancy posted 12 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate at Thriving Wealth Management Firm in Palo Alto, CA vacancy
$34.32k - $90k
...Description Registered Client Service Associates provide exceptional service... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...platforms Participating in firm initiatives (e. g.,... ...other duties directed by local management ADMINISTRATIVE SUPPORT...SuggestedFull timeTemporary workWork at officeLocal area- A leading financial services firm in Palo Alto is seeking a Client Associate to assist Financial Advisors in delivering exceptional wealth management services to ultra-high net worth clients. You will interact closely with clients for onboarding and account maintenance,...Suggested
$34.32k - $90k
Position Summary Registered Client Service Associates provide exceptional service... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...platforms Participating in firm initiatives (e.g., training... ...duties directed by local management Administrative Support Answering...SuggestedTemporary workWork at officeLocal area$34.32k - $90k
Morgan Stanley is seeking a Registered Client Service Associate in Palo Alto, California. In this role, you will provide exceptional service to... ...interpersonal communication. You’ll assist with account transactions, manage client inquiries, and perform various administrative tasks....Suggested$34.32k - $90k
...Client Service Associate Client Service Associates help shape the future of service by modernizing... ...utilizing the full capabilities of the firm. This is a key role that requires an... ...in firm initiatives directed by local management Regularly seek opportunities to use...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
Menlo Park, CA2 days ago$21 per hour
...Job Description Job Description POSITION: Client Service Coordinator - Associate (Contract) Location: Redwood City, CA (Onsite) Schedule:... ...is highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment....Hourly payContract workTemporary workWork at officeMonday to FridayRobert Half
Redwood City, CA13 days ago$60.11k
...Client Services Associate I, Oncology Union City, CA Ready to redefine what's possible in molecular diagnostics? Join a team of brilliant... ...-time onsite position and reports to the Client Services Manager. Working hours are Monday to Friday, 8:30 AM to 5:00 PM...Hourly payFull timeWorldwideMonday to FridayBillionToOne
Menlo Park, CA2 days ago- A leading financial services firm in California is seeking a Private Client Investment Associate to provide operational support to Private Client Advisors. This role includes building client relationships, managing operational requests, and ensuring compliance with industry...
$70.32k
...enthusiasm for helping our clients, taking care of our employees... ...delivering extraordinary customer service while maintaining a strong... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... ...leading financial services firm, helping nearly half of America...- ...Identification 210690142 Job Category Client Advisory Business Unit... ...your potential as a Client Associate at J.P. Morgan Advisors,... ...of delivering exceptional wealth management services to ultra-high net worth... ...s most respected financial firms. Embrace the challenge of shaping...Full timeLocal area
$23 - $25 per hour
...Client Service Associate (Mailroom & Hospitality) Sunnyvale, California, United States Job Title: Client Services Associate Reports To... ...report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays...Temporary workWork at officeImmediate startMonday to FridaySPS North America Inc
Sunnyvale, CA5 days ago$150k - $210k
...is a leading technology services and consulting company... ...solutions that address clients' most complex digital transformation... ..., and communities thrive in an ever-changing... ...Represent the firm at client meetings, conferences... ...and stakeholder management skills ~ Bachelor's degree...Minimum wageContract workWork at officeLocal area2 days per weekWipro
Mountain View, CA3 days ago- Chase is looking for a Private Client Investment Associate in Redwood City, California. This role will involve... ...and delivering exceptional client service. The ideal candidate will help maintain client relationships while managing operational requests efficiently. Key qualifications...
$88.4k - $132.6k
A leading financial services firm in Santa Clara seeks a seasoned professional for Wealth Relationship Management. Responsibilities include deepening client relationships, offering tailored financial solutions, and adhering to regulatory compliance. Candidates should have...$95k - $110k
A prestigious law firm in Palo Alto is seeking a Senior Client Accounting Coordinator to manage client account analysis and billing support. The candidate should have a Bachelor's degree and a minimum of five years of legal billing experience. Responsibilities include handling...$15.7 - $18.2 per hour
...Lead Service Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Lead Service Associate... ...example of superior customer service. Why you will THRIVE here: You love to help people. You are a natural leader...Hourly pay$142.6k - $261.5k
...The opportunity EY's Oracle Services practice is a national... ...planning, pursuing, delivering, and managing large, complex full lifecycle... ...ERP technologies, we provide clients with leading practices,... ...attributes for success To thrive in this role, you will need a...Summer holidayRemote workFlexible hoursEY
Palo Alto, CA3 days ago- About CressetCresset is a firm built by clients, for clients. As an independent... ...we are reimagining the way wealth is experienced. Our purpose... ...with proper income/expense management on the clients. This position works with the Client Service Partner and Client Service Team...Bank staffWork at office
- ...enthusiasm for helping our clients, taking care of our employees... ...delivering extraordinary customer service while maintaining a strong... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... ...leading financial services firm, helping nearly half of America...
- ...Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'... ...the heart of delivering exceptional wealth management services to ultra-high net worth clients.... ...world's most respected financial firms. Embrace the challenge of shaping the...Local area
- A global financial services firm in California seeks a Registered Client Service Associate to provide exceptional service supporting Financial Advisors and their client relationships. Ideal candidates will have a strong client-first mindset, excellent interpersonal skills...
- ...Clariant is looking for an Account Manager to drive growth and shape... ..., global organization. If you thrive on building strong relationships... ...seamlessly with Customer Service teams Operate effectively in... ...workforce allows us to tap into a wealth of perspectives, experiences,...Remote work
Clariant
Palo Alto, CA4 days ago $116.88k - $158.13k
...corporations, as well as the venture firms, private equity firms, and... ...is seeking a Senior Account Manager. This is a senior level role... ...responsible for managing key client account portfolios and will interface... ...accruals / budgeting, client service and collaboration with...WorldwideWilson Sonsini Goodrich and Rosati
Palo Alto, CA1 day ago$102k - $138k
...corporations, as well as the venture firms, private equity firms, and... ...for an experienced Account Manager to join the Finance team. This... ...will be responsible for managing client account portfolios and will... ...communication skills Must be client service focused Experience with...WorldwideWilson Sonsini Goodrich and Rosati
Palo Alto, CA1 day ago$155k - $180k
...to review our current business services professionals openings to... ...opportunities available across the firm. About Us Skadden,... ...advice and novel solutions to our clients' legal issues. We are known... ...Opportunity We are seeking a Manager, Client Program and Events to...Contract workWork at officeLocal areaRemote workShift workSkadden Arps
Palo Alto, CA4 days ago$115k - $130k
...sales professional who thrives on building new relationships... ...up to 30%) for events, client meetings, and team... ...outreach. Manage the full sales cycle from... ...technology, MSP, professional services, or workforce solutions... ...ecosystem, including staffing firms, managed service...Full timeTemporary workFor contractorsCasual workWork at officeRemote workWork from homeHome officeMonday to FridayWeekend workDay shiftAfternoon shift3 days per weekEarly shiftCrain Communications
Mountain View, CA3 days ago$60.4k - $87.6k
...better world by combining world class services, advisory and technology for our clients. We are committed to hiring the... ...people and empowering them to thrive, grow meaningful careers and to find... ...role in supporting the Facilities Manager in delivering comprehensive services...Daily paidContract workTemporary workFor contractorsLocal areaJones Lang LaSalle IP, Inc.
Palo Alto, CA2 days ago- ...is an executive search firm. We are recruiting on behalf of our client, a high-growth, AI-first... ...customers requiring help. Manage daily ticket flows and... ...case management systems: Service Cloud, Zendesk, Jira, ServiceNow... ...issues effectively. ~ Thrives in ambiguity and fast-...Work at office
Gold & Aron
Mountain View, CA3 days ago $200k - $240k
...in making meaningful investments in our team’s health, wealth, and growth so individuals can thrive as we scale. Our culture values smart, humble, and... ...ll get to: Own your territory like a CEO - Build and manage a high‑value pipeline across your enterprise book of business...Work at officeVisa sponsorship$128k - $160k
...unifies portfolio, market and client data in a total... ...workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9... ...Pre-sales, Partnerships, Services, Client Success, and R&D... ...closer with deep roots in wealth management technology....Contract workWork at officeWorldwideVisa sponsorship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate at Thriving Wealth Management Firm. Be the first to apply!
Related searches
- service consultant Palo Alto, CA
- card services specialist Palo Alto, CA
- environmental services attendant Palo Alto, CA
- office service associate Palo Alto, CA
- information technology and services consultant Palo Alto, CA
- veterans service officer Palo Alto, CA
- guest services associate Palo Alto, CA
- site services specialist Palo Alto, CA
- staff services manager Palo Alto, CA
- service worker Palo Alto, CA