Client Service Associate at Reputable Wealth Management Firm
Company: Robert Half
Location: Palo Alto
Posted on: February 18, 2026
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Job Description:
Job Description Job Description Reach out to Michelle Espejo via
email or LinkedIn for additional information or questions. Client
Service Associate | Wealth Management Firm | Palo Alto Hybrid; 3
Days onsite | $Base Bonus Top Tier Perks! Join a well-established
wealth management firm supporting high-net-worth and
ultra-high-net-worth individuals, families, and institutions . They
deliver customized financial planning and investment solutions to
entrepreneurs, executives, and their families, backed by deep
experience and strong local relationships. The role offers a
competitive compensation package with strong benefits , including a
generous 401(k) match, comprehensive health coverage, parking, cell
phone and commuter stipends, support for CFP or CFA coursework.
You’ll work in a collaborative environment and a team-oriented
culture with tons of growth opportunities. Responsibilities Build
trusted relationships with clients and anticipate their needs Own
the new client onboarding experience from start to finish Partner
closely with advisors on meaningful planning and investment work
Collaborate with accountants and attorneys on complex client needs
Support portfolios, reporting, and client deliverables in a
high-volume setting For fastest consideration, reach out to
Michelle Espejo via email or LinkedIn. 2–4 years of wealth
management experience, ideally from another RIA A proactive,
detail-driven mindset with strong follow-through Experience with
Fidelity, Schwab, Orion, or Salesforce a plus Confidence working
directly with clients and internal teams Comfort juggling multiple
priorities in a fast-paced environment Strong tech skills across
Microsoft 365, CRM, and reporting tools 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. Happy to connect even if not actively looking
and just curious about the market.
Keywords: Robert Half, Pleasanton , Client Service Associate at Reputable Wealth Management Firm, Sales , Palo Alto, California
