Wealth Management Operations - Client Service Associate

Client Service Specialist - Wealth Management

Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a long-established, boutique wealth management firm to hire a Client Service Specialist. This team supports ~700 client families with highly personalized service, and they're looking for someone who enjoys being the operational backbone of the client experience.

Why This Role?

If you're detail-oriented, enjoy helping people, and love keeping a fast-moving team organized, this is a great fit. The work is service-focused, operational, and essential to keeping client relationships running smoothly.

What You'll Do

Handle day-to-day client requests : money movement, account updates, forms, DocuSign, and follow-ups

Coordinate reports and meeting prep with the Client Service team

Communicate with clients by phone / email to resolve service questions

Work directly with custodians (Schwab, Fidelity, Pershing) to manage paperwork and requests

Support account openings, transfers, RMDs, distributions, donations, and cost-basis research

Keep CRM and portfolio systems updated and accurate

Assist with quarterly reporting and general service workflows

Requirements

3+ years in wealth management, brokerage, or investment advisory

Strong communication skills and a polished, client-first approach

Experience with major custodians (Schwab / Fidelity / Pershing)

Orion experience is a major plus

High attention to detail, reliable follow-through, and comfort juggling multiple requests

Tech-savvy with willingness to improve processes and take initiative

Perks & Benefits

Bonus opportunity

6% 401(k) match

Medical, dental, vision

3 weeks PTO + sick time

Hybrid schedule (3 days in-office; WFH after training)