Jobs in the United States

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Robert Half

Client Service Associate

Remote, United States

$60,000 to $90,000 USD / year

Apply on roberthalf.com About employer

Applications open in a new tab.

Job details

Pay: $60,000 to $90,000 USD / year
Apply by: Dec 18, 2026
Experience: 2-3+ years of client service or operations experience within an RIA, wealth management firm, broker-dealer, or similar financial services environment.
Posting language: English
Posted: Nov 12, 2026

Original job description

Anisa Henry is partnered with a growing independent wealth management firm and is seeking a Client Service Associate to join its expanding team. This position is ideal for someone who enjoys building client relationships, thrives in an operations-focused role, and is looking to build a long-term career in wealth management rather than pursuing a financial advisor track. This established fiduciary-focused firm has been serving individuals and families for more than two decades, providing personalized financial guidance and a high-touch client experience. The team is committed to putting clients' best interests first while delivering exceptional service and comprehensive wealth management solutions.

The Client Service Associate will support advisors and the operations team by managing day-to-day client service requests, account maintenance, paperwork processing, and administrative functions. This individual will serve as a key point of contact for clients, helping ensure requests are handled accurately, efficiently, and with a high level of professionalism. This is an excellent opportunity to join a collaborative, client-centric firm experiencing strong growth, where team members are valued and have the opportunity to make a meaningful impact.

Responsibilities

Process new account openings and ongoing account maintenance.
Handle beneficiary updates, address changes, money movement requests, and other account-related transactions.
Assist with insurance paperwork and collect required client information.
Communicate with clients by phone and email to obtain documentation and answer questions.
Coordinate with custodians and internal team members to complete client requests.
Review paperwork for accuracy and completeness before submission.
Maintain accurate client records and documentation.
Support advisors with day-to-day client service and operational activities.
Assist with additional administrative and operational projects as needed.

Why This Opportunity Stands Out

Join a highly successful and rapidly growing wealth management practice with a strong reputation for client service and advisor excellence.
Stable, well-established firm with a long-term vision and commitment to sustainable growth.
Fully remote position offering the flexibility to work from anywhere in the U.S.
Collaborative, close-knit team environment with meaningful exposure to advisors and clients.
Opportunity to make an immediate impact by supporting a busy and expanding practice.
Ideal for someone seeking a long-term career in client service, operations, and wealth management.
Flexible work culture that supports strong work-life balance.
High-visibility role with ongoing opportunities to learn, contribute, and grow professionally within a respected advisory firm.

For fastest consideration, reach out to Anisa Henry via email or LinkedIn.

Qualifications

2-3+ years of client service or operations experience within an RIA, wealth management firm, broker-dealer, or similar financial services environment.
California Life Insurance License required (or ability to obtain immediately upon joining).
Comfortable communicating directly with clients by phone and email.
Experience processing client paperwork, account openings, account maintenance, and related documentation.
Strong organizational skills with exceptional attention to detail.
Excellent written and verbal communication skills.
Professional, client-focused, and comfortable handling sensitive client conversations with discretion.

Nice to Have:

Experience working with independent broker-dealers
Exposure to financial planning or paraplanning, including eMoney (HUGE PLUS)

Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.

Apply on roberthalf.com About employer

More about this job

Skills

Communicate with customers
Documentation
Organizational skills
Attention to detail
Communication skills
Financial planning

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Work requirements

Jobs in the United States