Job Description
Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.
Client Service Associate or Senior CSA | Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-150k base (DOE) + Bonus
Our client is a boutique wealth management firm known for white-glove service and trusted guidance to ultra-high-net-worth families and private foundations. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience.
This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a high-caliber client base. You’ll work closely with advisors and internal partners in an environment that values quality, accountability, and balance.
Responsibilities
+ Act as a primary contact for client service requests
+ Manage account onboarding, money movement, and account maintenance
+ Coordinate client meetings, materials, and follow-ups
+ Maintain accurate client records, CRM updates, and documentation
+ Work with custodians to process paperwork and resolve issues
+ Monitor daily transactions and workflows for accuracy
+ Support compliance processes and record retention
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Requirements
+ 3–7+ years of client service or operations experience in wealth management ideally with UHNW clients
+ Experience with custodial platforms such as Schwab Advisor Center (preferred)
+ Familiarity with CRM or reporting systems like Black Diamond (preferred)
+ Strong attention to detail and organization
+ Clear, professional communication skills
+ High integrity and a client-first mindset
Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services.
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) .
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.
Client Service Associate or Senior CSA | Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-150k base (DOE) + Bonus
Our client is a boutique wealth management firm known for white-glove service and trusted guidance to ultra-high-net-worth families and private foundations. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience.
This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a high-caliber client base. You’ll work closely with advisors and internal partners in an environment that values quality, accountability, and balance.
Responsibilities
+ Act as a primary contact for client service requests
+ Manage account onboarding, money movement, and account maintenance
+ Coordinate client meetings, materials, and follow-ups
+ Maintain accurate client records, CRM updates, and documentation
+ Work with custodians to process paperwork and resolve issues
+ Monitor daily transactions and workflows for accuracy
+ Support compliance processes and record retention
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Requirements
+ 3–7+ years of client service or operations experience in wealth management ideally with UHNW clients
+ Experience with custodial platforms such as Schwab Advisor Center (preferred)
+ Familiarity with CRM or reporting systems like Black Diamond (preferred)
+ Strong attention to detail and organization
+ Clear, professional communication skills
+ High integrity and a client-first mindset
Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services.
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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