Client Service Associate | Established RIA Firm!

Description
If you are early in your wealth management journey and want to join an established Wealth Management firm, please message Jennifer Fukumae on LinkedIn for quickest consideration!


Jennifer Fukumae with Robert Half is partnering with a highly reputable Wealth Management firm overseeing $70B+ in client assets to identify a Client Service Associate for their growing San Francisco office.

This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment.

This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services.


Key Responsibilities:

• Provide daily client service and operational support across a high-net-worth client base

• Serve as a liaison between We...