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Mail Service Associate
SPS North America
Portland, ME
The Mail Services Associate role is an integral part of day-to-day office activity. The primary function of this role is to sort, scan, log and distribute frontend mail and packages to the…
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Client Experience Associate
PNC
Pittsburgh, PA
…an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail Banking organization, you will be based in Brentwood Whitehall, PA supporting…
Added 1 min ago
Supply Chain and Engineering Consulting - Logistics & Fulfillment (JTG) Manager
Accenture LLP Company
NY
…in the safe, widespread adoption of AI, and to be the most client-focused, AI-enabled, great place to work in the world. We bring together the talent of our approximately 814,000 people…
Added 1 min ago
SAP MDG Consultant
Accenture LLP Company
NY
…in the safe, widespread adoption of AI, and to be the most client-focused, AI-enabled, great place to work in the world. We bring together the talent of our approximately 814,000 people…
Added 1 min ago
SAP Data Migration Senior Manager - CMT/SemiConductors
Accenture LLP Company
NY
…in the safe, widespread adoption of AI, and to be the most client-focused, AI-enabled, great place to work in the world. We bring together the talent of our approximately 814,000 people…
Added 1 min ago
SAP Data Migration Senior Manager - Retail
Accenture LLP Company
NY
…in the safe, widespread adoption of AI, and to be the most client-focused, AI-enabled, great place to work in the world. We bring together the talent of our approximately 814,000 people…
Added 1 min ago
Product Demonstrator
at Acosta
St Paul, MN · Plymouth, MN
The Associate is responsible for completing in-store food and non-food demonstrations. Acquires and maintains knowledge of products represented. Prepares, serves, and breaks down product,…
Added 2 mins ago
Lead Analyst, Investment Performance & Analysis
T. Rowe Price
Owings Mills, MD
Responsible for using sound business judgment, technical knowledge, strong execution, excellent client service, and project management experience in order to navigate institutional business…
Added 2 mins ago
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Senior Patient Access Specialist
Ensemble RCM LLC
Philadelphia, PA
- $18.65 to $19.9 USD / hour
…utilizing a overlay tool while providing excellent customer service as measured by Press Ganey. Operates the telephone switchboard to relay incoming, out-going and inter-office calls as…
Added 2 mins ago
ER
Patient Access Specialist
Ensemble RCM LLC
Philadelphia, PA
- $17 to $18.15 USD / hour
…utilizing an overlay tool while providing excellent customer service as measured by Press…
Added 2 mins ago
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Patient Access Specialist
Ensemble RCM LLC
West Reading, PA
- $17 to $18.15 USD / hour
…utilizing an overlay tool while providing excellent customer service as measured by Press…
Added 2 mins ago
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Patient Access Specialist - Part-time
Ensemble RCM LLC
Pottstown, PA
- $17 to $18.15 USD / hour
- Part-time
…utilizing an overlay tool while providing excellent customer service as measured by Press…
Added 2 mins ago
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Patient Access Specialist - PRN
Ensemble RCM LLC
Pottstown, PA
- $17 to $18.15 USD / hour
…utilizing an overlay tool while providing excellent customer service as measured by Press…
Added 2 mins ago
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Patient Access Specialist - Full Time
Ensemble RCM LLC
Phoenixville, PA
- $17 to $18.15 USD / hour
- Full-time
…utilizing an overlay tool while providing excellent customer service as measured by Press…
Added 2 mins ago
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Patient Access Associate Specialist
Ensemble RCM LLC
Paducah, KY
- $17 to $18.15 USD / hour
…utilizing a overlay tool while providing excellent customer service as measured by Press…
Added 2 mins ago
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Union Associate Route Merchandiser
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Lafayette, IN
- $25.08 USD / hour
Backed by a tireless commitment to high quality, innovative culinary offerings and unparalleled client and guest services, Continental consistently ranks among the top contract dining and…
Added 3 mins ago
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Underwriter I (Hybrid)
CCMSI
Metairie, LA
- $20.5 to $22 USD / hour
Client Support: Respond to internal and external client inquiries with timely, accurate, and courteous service.
Added 4 mins ago
Client Onboarding Implementation Associate
JPMC page
Charlotte, NC · Chicago, IL · Plano, TX
Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations.…
Added 4 mins ago
Technology Consulting - Enterprise Data & Analytics & AI Managing Director
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United States
…business community. Managing Directors pride themselves on client satisfaction and as leaders on engagements, ensure that each engagement project is performed to Protiviti’s standards of…
Added 5 mins ago
BTS - EFS - Product Service Line Supervising Associate
EY
Hoboken, NJ
This role supports the operation of a global product or the delivery of a service line to a global client base. You will assist the Product/Service Line Manager with managing the product or…
Added 5 mins ago
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Entry-Level IT Support Associate Overnight (F)
Expedient
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- $37,000 to $43,000 USD / year
…opportunities regarding basic support requests, monitoring and client…
Added 5 mins ago
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Entry-Level IT Support Associate (B)
Expedient
Carmel, IN
- $37,000 to $43,000 USD / year
…opportunities regarding basic support requests, monitoring and client…
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CAD Designer, Civil
ESP Associates
Tampa, FL
At Pickett, we use the acronym S.O.L.V.E. to define our core values that include: Safety first, Outstanding service, Lasting relationships, Valued teamwork and Engaged culture.
Added 7 mins ago
Associate Banker II - Kean (40 hour) Preferred Bilingual/Spanish
TD Bank, N.A.
Union, NJ
Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences aligned to TD’s service strategy
Added 7 mins ago
Associate Banker II - Kean (40 hour) Preferred Bilingual/Spanish
TD Bank, N.A.
Union, NJ
Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences aligned to TD’s service strategy

Robert Half

Client Service Associate | $1B AUM

Walnut Creek, CA, United States

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Job details

Posting language: English
Posted: Nov 3, 2026

Original job description

Description

Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.

A growing, client-focused wealth advisory practice in the Bay Area is seeking a Client Service Associate to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs.

Job Duties

Serve as a primary point of contact for clients, responding to account and service-related questions and requests.
Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.
Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.
Process client transactions accurately and ensure required documentation and approvals are completed.
Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.
Collaborate with advisors, operations, and other team members to provide a seamless client experience.

Requirements

Strong client-service mindset with excellent verbal and written communication skills.
Highly organized and detail-oriented with the ability to manage multiple priorities.
Proactive, responsive, and comfortable taking ownership of client requests.
Professional and discreet when handling confidential client and financial information.
Ability to work independently while collaborating effectively with advisors and team members.
Comfortable learning financial services technology, CRM systems, and client platforms.
Prior experience in wealth management, financial services, or a client service role preferred.

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) .

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More about this job

Skills

Onboarding
Documentation
Regulatory compliance
Communication skills
Work independently
Customer service

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