Wealth Management Client Service Specialist

Description Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.Our client, a prominent wealth management firm with a legacy of long-standing client relationships spanning generations and managing approximately $2 billion in assets, has earned a reputation for delivering sophisticated, tailored wealth management solutions to families and institutions.This role offers a hybrid work schedule, providing invaluable exposure to all facets of wealth management while allowing you to collaborate across departments and support a diverse portfolio of clients. The firm offers a competitive compensation package, including comprehensive health benefits, 401(k) matching after six months, three weeks of paid vacation, and separate sick days. This is an ideal opportunity for detail-oriented, proactive professionals who thrive in a client-focused environment.Responsibilities:

Provide day-to-day client service and support

Assist with meeting preparation and coordinate follow-ups

Serve as a primary point of contact for client requests and inquiries

Initiate and monitor service requests with custodians on behalf of clients

Manage account openings, stock option exercises, cost basis research, and related tasks

Maintain and update CRM records, contributing to quarter-end reporting

Ensure precise execution of client service protocols

Requirements

3+ years of wealth management experience

Bachelor’s degree required

Experience with custodians like Schwab/TDA, Fidelity, Pershing

Familiarity with Orion Advisor Technology is a plus

Strong background in professional client service with excellent communication skills

Highly organized, detail-oriented, and comfortable handling complex projects independently

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .