Position Overview
Description
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
Jennifer Fukumae with Robert Half is partnering with a highly reputable Wealth Management firm overseeing $70B+ in client assets to identify a Client Service Associate for their growing San Francisco office.
This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment.
This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services.
Key Responsibilities:
• Provide daily client service and operational support across a high-net-worth client base
• Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, an...