Jobs in the United States

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Added 5 mins ago
Lead PCT/CNA
Dept Behavioral Health/Develop
Staunton, VA
State Role Title: Direct Service Associate III
Added 7 mins ago
Veterinary Assistant
Vicar Operating, Inc. dba VCA
Toano, VA
As a member of VCA Anderson Corners, you will support technician and doctor teams by creating a positive, low-stress atmosphere for our clients and patients. Your mission will be to win the…
Added 7 mins ago
Veterinary Technician - Urgent Care
Vicar Operating, Inc. dba VCA
Indianapolis, IN
Assist veterinarians with exams, procedures, and client education, ensuring clear communication about patient needs.
Added 7 mins ago
Medical Director
Vicar Operating, Inc. dba VCA
Findlay, OH
Empathetic partners who develop strong client and Associate relationships built on trust
Added 7 mins ago
MV
Veterinary Assistant
Manhattan Veterinary Group, P.C.
Sayville, NY
- $19 to $20 USD / hour
As a member of VCA Sayville, you will support technician and doctor teams by creating a positive, low-stress atmosphere for our clients and patients. Your mission will be to win the…
Added 7 mins ago
Business Launch Specialist
University of North Carolina at Charlotte
NC
…to recruit clients. The individual independently manages a client portfolio that ensures a minimum of 75 business starts annually. The individual collaborates with other resources necessary…
Added 8 mins ago
AL
Clinic Account Specialist
Abbott Laboratories
Kansas City, MO
- $18.45 to $36.85 USD / hour
2+ years of professional experience in customer service, account management, client services, sales support, or customer success.
Added 8 mins ago
AL
Clinic Account Representative
Abbott Laboratories
Kansas City, MO
- $22.5 to $45 USD / hour
2+ years of professional experience in customer service, account management, client services, sales support, or customer success.
Added 9 mins ago
RH
Associate Financial Advisor
Robert Half
San Ramon, CA
- $100,000 to $130,000 USD / year
Associate Advisor | Wealth Management Firm | San Ramon
Added 9 mins ago
RH
Associate Wealth Advisor
Robert Half
Danville, CA
- $80,000 to $100,000 USD / year
Ideal for someone looking to deepen their financial planning experience and grow toward a client-facing role. Supportive leadership, strong work/life balance, and company support for…
Added 9 mins ago
RH
Associate Advisor
Robert Half
Danville, CA
- $80,000 to $100,000 USD / year
This is an excellent opportunity for someone looking to accelerate their financial planning career and grow into a more client-facing advisory role. You'll work closely with experienced…
Added 9 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 9 mins ago
Training Supervisor
Langham Logistics, Inc
INDIANAPOLIS, IN
Audit Support: Prepare and present training documentation during internal audits, client audits, OSHA inspections, and regulatory reviews.
Added 10 mins ago
Patient Services Coordinator, Home Health
Capital Care Resources of South Carolina, LLC
Greenville, SC
Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal…
Added 10 mins ago
Home Health Patient Services Coordinator
Total Care Home Health of North Carolina, LLC
Gaffney, SC
Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal…
Added 11 mins ago
Country View Veterinary Hospital (American Fork, UT) - Associate Veterinarian
Western Veterinary Partners
American Fork, UT
Country View Veterinary Hospital is growing, and we're excited to welcome an Associate Veterinarian to our established team in beautiful American Fork, Utah.
Added 12 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 13 mins ago
Client Services Associate
Robert Half
Alamo, CA
…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…
Added 13 mins ago
High End Family Law Firm: Family Law Associate
Robert Half
Manhattan Beach, CA
Premier Family Law Firm Seeks Family Law Associate
Added 13 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 13 mins ago
SS
Funeral Service Assistant (part-time)
SCI Shared Resources, LLC
Van Nuys, CA
- $19 USD / hour
- Part-time
Compassion – Ability to offer empathy, understanding and support to grieving families
Added 13 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 14 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 14 mins ago
DH
Physical Therapy Assistant
Dignity Health
Arroyo Grande, CA
- $32.38 to $48.17 USD / hour
Coordinates patient care and support services with departmental staff and other health team members to optimize delivery of client services with available resources.
Added 14 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…

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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