About this role
Job title: Senior Client Service Associate | Wealth Management
About the Role Robert Half is partnering with a well-established wealth management firm in San Francisco to identify an experienced Client Service Associate. This role focuses on leading operations, coaching a team, and delivering a white-glove client experience while ensuring regulatory compliance.
What You'll Do
- Lead, mentor, a team of Client Service Associates, fostering a collaborative and high-performing culture.
- Partner with branch leadership on strategic initiatives, resource planning, and operational execution.
- Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.
- Manage branch workflows, priorities, and operational resources to support business objectives.
- Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.
- Support hiring, onboarding, coaching, and ongoing development of team members.
- Assist with budget oversight and branch operational planning.
What We're Looking For
- 3+ years of experience within Wealth Management or Financial Services.
- Active Series 7 and Series 63 licenses required.
- Strong leadership, communication, and relationship-building skills.
- Excellent organizational, time management, and problem-solving abilities.
- Experience improving operational processes and driving team performance.
- Working knowledge of investment operations, brokerage products, and regulatory requirements.
- Proficiency with Microsoft Office Suite and Salesforce.
- Client-first mindset with a commitment to delivering exceptional service.
Compensation & Benefits
- Salary: USD 110,000 - 130,000 per year
- Benefits are available (medical, vision, dental, life and disability insurance) for permanent employees; 401(k) plan eligibility.