Description Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a respected wealth management firm seeking a Senior Client Service Associate. This role blends relationship management, financial planning support, and operational oversight within a collaborative advisory team. Key Responsibilities: + Partner closely with a Senior Financial Advisor to support existing and prospective client relationships + Prepare for and attend client meetings, manage follow-up items, and conduct select review meetings independently + Present financial plan updates and serve as a secondary advisor on designated client relationships + Act as a primary contact for client servicing needs, account questions, and transaction requests + Lead onboarding for new clients, including account opening and asset transfers + Gather and input financial planning data into planning software + Maintain accurate CRM documentation and ensure all client interactions are properly recorded + Execute ongoing account maintenance and operational requests + Ensure adherence to firm policies and regulatory standards (SEC/FINRA) + Monitor account activity and maintain compliance-ready documentation + Collaborate with advisors and the investment committee to implement portfolio adjustments + Support process improvements and firm-wide initiatives as needed Requirements + Bachelor’s degree in Finance, Business, or related field (or equivalent experience) + 3–5 years within an RIA, wealth management, or brokerage environment + Strong understanding of investment products, account types, and regulatory requirements + Series 65 (or equivalent) preferred + Proficiency with CRM systems, portfolio management platforms, and Microsoft Office If you’re a client-focused wealth management professional ready for a senior-level role with advisory exposure, please apply directly or message Jennifer Fukumae on LinkedIn for fastest consideration. 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. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. 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. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .