What are the responsibilities and job description for the Wealth Management Client Service Associate position at Robert Half?
**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Client Service AssociateEmployment Type: Full-TimeLocation: Los Gatos, CA (on-site to start, then hybrid option)Comp: $60-90k base salary bonus (DOE) We are partnering with a Wealth Management and Financial Planning firm located in Los Gatos. This firm is thriving and this is just the beginning! If you are personable and looking to jump start your career helping high net-worth individuals, enjoy work-life balance, and aren't afraid to ask questions and learn, apply today!Responsibilities:Assist Senior Client Service Associates with managing clients and answering inquiries in a timely manner.Assist with banking procedures such as, account openings, wire transfers, and account maintenance. Ensure client's documentation are kept up to date.Communicate and build rapport with clients and offer client solutions when appropriate.
Salary : $60,000 - $90,000
