Client Service Associate - Bay Area / Hybrid

Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm that supports an exclusive group of high-net-worth corporate executives, entrepreneurs, and accomplished professionals. This firm focuses on delivering deeply strategic, comprehensive financial guidance—freeing clients to focus on what matters most while excelling in their personal and professional pursuits.

Founded by a former Morgan Stanley advisor with 10+ years of experience, the practice now manages a uniquely curated book of high-net-worth clients averaging $3–5M in AUM each.

This is an opportunity to work directly alongside the founder and serve as the first point of contact for high-net-worth clients and prospects. You'll play a critical role in relationship management, operations, client communication, and day-to-day advisory support.

What You'll Do

Serve as the main contact for clients and prospects; manage ongoing communication via phone and email.

Participate in client meetings, assist with presentations, and support the delivery of strategic client work.

Research and respond to client inquiries, escalating issues when needed.

Act as the liaison between the advisor and various internal functions including client services, trading, billing, performance, and portfolio management.

Manage key administrative responsibilities : scheduling, meeting preparation, documentation, expense submissions, and communication handling.

Process equity, mutual fund, and fixed-income trades for brokerage clients; work within custodial platforms, CRM systems, and APX portfolio management tools.

Support account maintenance, paperwork, and follow-up with custodians and internal departments.

3+ years of client service experience, ideally within a RIA or wealth management firm.

Experience with Schwab is a major plus.

Securities licensing is helpful; licenses can be held by the firm.

Strong organization skills and proven attention to detail.

Exceptional interpersonal, verbal, and written communication abilities.

For expedited consideration or to have a conversation about other roles in, please send a message to Jennifer Fukumae on LinkedIn.