Client Service Associate | Reputable Firm in SF

Description
🚨 Client Service Associate | Wealth Management | San Francisco, CA

If interested, please connect and send a message to Jennifer Fukumae on 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, Portfo...