Anisa Henry is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.
✨ Client Service Associate 📍 Walnut Creek, CA (In-Office) 🏢 Relationship Driven Wealth Management Firm 💰 Competitive Base + Bonus
Our client, a highly respected independent wealth management firm, is seeking a Client Service Associate to join a collaborative and client-focused team. This is an opportunity to become a key contributor within a sophisticated advisory environment where client relationships come first and exceptional service is the standard. Working alongside experienced advisors and operations professionals, you'll play a pivotal role in helping clients navigate their financial lives while supporting a growing and established wealth management practice.
As a Client Service Associate, you'll serve as a critical link between clients, financial advisors, and internal operations teams. You will help manage client relationships, facilitate account activity, coordinate service requests, and ensure every interaction reflects the firm's commitment to excellence. This role is ideal for a detail-oriented professional who enjoys balancing relationship management, problem-solving, and operational execution within a fast-paced wealth management environment.
Key Responsibilities
- Serve as a primary point of contact for clients, delivering responsive, high-touch service and helping build lasting relationships.
- Support account onboarding, maintenance, transfers, money movements, and other client service requests while ensuring accuracy and compliance.
- Partner closely with financial advisors to prepare for client meetings, manage documentation, coordinate follow-up, and support day-to-day operations.
- Process account transactions, maintain detailed records, and monitor requests through completion to ensure a seamless client experience.
- Collaborate across advisory, operations, and client service teams to drive efficiency, resolve issues, and uphold the highest standards of service excellence.
For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
What We're Looking For
Qualifications
- Previous experience in wealth management, financial services, banking, brokerage, or a client-facing financial environment.
- Exceptional client service and relationship-building skills.
- Strong verbal and written communication abilities.
- Outstanding organizational skills and attention to detail.
- Ability to manage multiple priorities while maintaining accuracy and professionalism.
- Experience handling confidential financial information with discretion and integrity.
- Comfort learning new technologies, CRM systems, and financial services platforms.
- Collaborative mindset with the ability to work independently when needed.
For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
