What are the responsibilities and job description for the Client Service Associate, Wealth Management position at Robert Half?
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service AssociateLocation: 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.
Salary : $60,000 - $90,000
