Client Service Associate

Client Service Associate

Join a well-established, independent wealth management firm with a long-standing reputation for delivering personalized investment strategies to high-net-worth individuals, families, and institutions. Our client is seeking a Client Service Associate to support a dynamic Private Wealth Advisory team. This is an excellent opportunity for a motivated, detail-oriented professional looking to grow within the private wealth management space. You'll be working directly with high-net-worth clients and gain hands-on exposure to multiple areas of the business-from onboarding and account servicing to client communications and marketing support.

Responsibilities of this position will include:

• Manage new client onboarding and account setup
• Handle day-to-day service requests (wires, transfers, maintenance)
• Support relationship management for select clients
• Liaise with attorneys, accountants, and custodians
• Prepare client communications and quarterly reports
• Assist in marketing efforts: update materials, create presentations, and support email campaigns
• Participate in developing better client communications and social media initiatives

Requirements

• Bachelor's degree in Finance, Accounting or related field
• 1+ years of client service experience, ideally in financial services
• Excellent communication and relationship-building skills
• Highly organized with strong attention to detail
• Proficient in MS Excel

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.