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Client Service Associate

Robert Half Finance & Accounting

San Mateo, CA, United States Full-time June 03, 2026
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Opportunity Description

Description
Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity


$80K–$100K Base + Bonus + Exceptional Benefits


Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match.

Looking for more than just another client service role?

What if your next move gave you exposure to a nearly $2B book of business, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?

A premier private wealth platform managing $70B+ in client assets is looking for a Client Associate / Sr. Client Associate to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships.


This is not a transactional service role—it’s a seat at the table.

You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class cl...
Full-time other-general

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