Jobs in the United States

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Added 1 min ago
KB
Customer Experience Associate
Kith Brooklyn
Brooklyn, NY
- $20 USD / hour
The Kith Customer Experience Associate operates as the customer’s concierge throughout their in-store experience. They specialize in all areas of the store’s operations to ensure they can…
Added 4 mins ago
Relationship Banker/SR - Cape Coral/N Fort Myers Area
Truist Bank
Cape Coral, FL
Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships.…
Added 7 mins ago
Packaging Supervisor
KLS Kenco Logistic Services, LLC
Chattanooga, TN
The Operations Supervisor is responsible for directing the work of associates in the warehouse/distribution environment. This position is responsible for the safety and quality of work for…
Added 9 mins ago
MV
Medical Director
Manhattan Veterinary Group, P.C.
Farmingville, NY
- $150,000 to $220,000 USD / year
Empathetic partners who develop strong client and Associate relationships built on trust
Added 9 mins ago
Medical Director
Vicar Operating, Inc. dba VCA
Findlay, OH
Empathetic partners who develop strong client and Associate relationships built on trust
Added 12 mins ago
RH
Associate Financial Advisor
Robert Half
San Ramon, CA
- $100,000 to $130,000 USD / year
Partner with client service, operations, and compliance teams
Added 12 mins ago
RH
Associate Wealth Advisor
Robert Half
Danville, CA
- $80,000 to $100,000 USD / year
…with broad exposure across financial planning, investments, operations, and client…
Added 12 mins ago
RH
Associate Advisor
Robert Half
Danville, CA
- $80,000 to $100,000 USD / year
Background in financial planning, client service, operations, or investments
Added 12 mins ago
Sr. Clinical Research Associate - Early Phase Studies
PPD Development, LP
Las Vegas, NV
Join Us as a Clinical Research Associate – Make an Impact at the Forefront of Innovation
Added 12 mins ago
Training Supervisor
Langham Logistics, Inc
INDIANAPOLIS, IN
…the workforce remains qualified to perform GDP/GMP‑regulated operations, and partners with Quality, Operations, and HR to maintain a high‑performing and fully compliant training…
Added 15 mins ago
Cybersecurity, Privacy and Forensics - Palo Alto Networks XSIAM Engineer
PWC US
GA-Atlanta, GA · FL-Tampa, FL · IL-Chicago, IL · TX-Austin, TX · DC-Washington, DC · TX-Dallas, TX · CA-Los Angeles, CA · MN-Minneapolis, MN · CO-Denver, CO · MI-Detroit, MI · MA-Boston, MA · NY-New York, NY · NJ-Florham Park, NJ · CA-San Francisco, CA · CA-Silicon Valley, CA · PA-Philadelphia, PA · WA-Seattle, WA · TX-Houston, TX
As a Senior Associate, you will leverage your skills to build meaningful client connections and navigate complex situations. You will anticipate the needs of your teams and clients,…
Added 16 mins ago
Client Services Associate
Robert Half
Alamo, CA
2+ years of experience in a Client Service Associate, Client Relationship Associate, or Wealth Management Operations role.
Added 16 mins ago
JC
Hiring Event - Part Time Associate Banker Santa Clarita West (30 Hours)
JPMorgan Chase
Valencia, CA
- Part-time
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 16 mins ago
Nurse Manager (Community Based Outpatient Clinic-Palm Desert)
Veterans Affairs, Veterans Health Administration
Palm Desert, CA
Added 16 mins ago
Sr Maintenance Engineer - Electrical
Fluor
Dublin, CA
Our client, a leading and global automotive manufacturer in the heavy trucking space, is seeking a Senior Electrical Maintenance Engineer to join their team in Dublin, VA.
Added 16 mins ago
JC
Part Time (30 hours) Associate Banker, Pleasant Hill Branch, Pleasant Hill, CA
JPMorgan Chase
Pleasant Hill, CA
- Part-time
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 16 mins ago
JC
Part Time (30 Hours) Associate Banker Eastvale Archibald Branch, Eastvale, CA Bilingual Mandarin Preferred
JPMorgan Chase
Eastvale, CA
- Part-time
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 16 mins ago
Experience Manager
Compass Group, North America
LOS GATOS, CA
We curate company and partner resources to bring our client’s vision to life. We seek to cultivate the next generation of talent, purveyors and partnerships.
Added 16 mins ago
ACCOUNTANT - ALAMEDA, CA
Compass Group, North America
RICHMOND, CA
Accounting experience in foodservice or retail industry required, foodservice operations experience a plus
Added 16 mins ago
NP
Operations Associate
Northrock Partners, LLC
Minneapolis, MN
- $24.22 to $33.31 USD / hour
We’re looking for a results-driven professional to join our Operations team. In this role, you’ll support high-impact operational initiatives, enhance client service delivery, and drive…
Added 17 mins ago
TM Sales Associate I
Fifth Third Bank, N.A.
Newport Beach, CA
The Treasury Management Sales Associate I (TMSA I) is a member of the Treasury Management Sales Support team responsible for partnering with Treasury Management Officers (TMOs) to support…
Added 17 mins ago
Account Manager (Commercial Landscaping)
BrightView Landscape Svcs-CA
Fairfax, VA
…maintenance clients, building long-term relationships that promote client satisfaction, retention, and ancillary sales. This role is responsible for overseeing field…
Added 17 mins ago
Patient Aligned Care Team Outpatient Registered Nurse
Veterans Affairs, Veterans Health Administration
Oceanside, CA
Added 17 mins ago
M
Building Engineer - Level 3
ManpowerGroup
Thousand Oaks, CA
- $53 USD / hour
Our client is seeking a Building Engineer Level 3 to join their team. As a Building Engineer Level 3 , you will be part of the Facilities Operations Team supporting a 24/7 semiconductor…
Added 17 mins ago
C
Automation Engineer
CBRE
San Bernardino, CA
- $115,606.4 USD / year
…diversity. Come join our global network of professionals supporting client operations across CBRE. Looking for growth and career advancement? Upon completing six months of successful…

Robert Half

Client Services Associate

Alamo, CA, United States

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Job details

Experience: 2+ years of experience in a Client Service Associate, Client Relationship Associate, or Wealth Management Operations role.
Posting language: English
Posted: Aug 3, 2026

Original job description

Description

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.

Location: Walnut Creek, CA

Salary: $85,000 - $100,000

Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM

We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.

This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.

Responsibilities

Provide day-to-day administrative and operational support to two Wealth Advisors.
Serve as a primary point of contact for client service requests, ensuring timely and professional communication.
Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.
Coordinate and follow up on client paperwork while ensuring accuracy and completeness.
Assist with meeting preparation, client reviews, and follow-up items.
Maintain accurate client records and documentation within the CRM.
Work closely with Charles Schwab to process client requests and resolve account-related inquiries.
Monitor outstanding service requests and proactively communicate updates to clients and advisors.
Coordinate with custodians and other third-party providers to ensure a seamless client experience.
Support ongoing operational projects and contribute to process improvements as needed.

Requirements

2+ years of experience in a Client Service Associate, Client Relationship Associate, or Wealth Management Operations role.
Experience supporting Financial Advisors within an RIA or Wealth Management firm.
Hands-on experience working with Charles Schwab as a custodian (nice to have)
Strong understanding of account opening, ACAT transfers, money movements, and general client service workflows.
Exceptional organizational skills with strong attention to detail.
Excellent verbal and written communication skills.
Ability to manage multiple priorities in a fast-paced, client-focused environment.
Proficiency with Microsoft Office; CRM experience is a plus.

Compensation & Benefits

Base salary: $85,000-$100,000, depending on experience.
Stable, collaborative team with strong tenure.
Opportunity to join a growing boutique RIA committed to delivering personalized, high-touch service.
Comprehensive benefits package.

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.

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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Skills

Communication skills
Documentation
Organizational skills
Attention to detail
Microsoft Office

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