Job Information
Robert Half Client Service Associate, Wealth Management in Los Gatos, Ca, California
Description
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Title: Client Service Associate
Location: Los Gatos, CA (on-site with hybrid opportunity after ramp-up period)
Salary: $60,000 - $90,000 base salary + bonus (commensurate with experience, education, and skills)
About the Company:
A wealth management and financial planning firm based in Los Gatos, CA, this organization provides advanced planning and family office services to high-net-worth individuals and families.
Key Responsibilities:
Act as a key point of contact for clients, addressing inquiries, requests, and concerns promptly.
Assist with account openings, transfers, and maintenance while ensuring regulatory compliance.
Process client transactions, including withdrawals and deposits, accurately and efficiently.
Participate in firm-initiated projects such as data audits, fee audits, reporting audits, and tax package preparation.
Support firm marketing efforts, including newsletters, articles, social media posts, and webinars, and assist with client events.
Implement and enhance client service and experience initiatives while identifying opportunities to improve client relationships.
Stay updated on industry trends, regulatory changes, and market developments to better serve clients.
Requirements
Qualifications:
Bachelor’s degree required, with relevant industry and client service experience preferred.
Strong verbal and written communication skills, with the ability to clearly explain complex concepts.
Detail-oriented, with exceptional organizational and time management abilities.
Client-focused mindset, with a commitment to delivering exceptional service.
Proficiency in Microsoft Office, especially Word and Excel.
Growth-oriented with a passion for professional development and career advancement in financial services.
Unique Selling Points:
Opportunity to work with a dynamic, high-performing team that values leadership, support, and work-life balance.
Comprehensive professional development opportunities to grow your skills and career in financial services.
A collaborative environment with opportunities to interact directly with high-net-worth clients while leveraging innovative financial solutions and advanced client service strategies.
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
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.
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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 roberthalf.gobenefits.net for more information.
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