Description
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.


Robert Half is partnering with a well-established and growing Registered Investment Advisory (RIA) firm in Walnut Creek that is expanding its team due to continued growth and success. Conveniently located just steps from BART, this is an excellent opportunity for a Client Service Associate who enjoys building client relationships, supporting advisors, and being part of a collaborative, client-focused culture.


Key responsibilities include:

• Partner closely with Wealth Advisors to provide exceptional service to high-net-worth clients and their families

• Lead client onboarding, account opening, and account maintenance activities across a variety of account types, including retirement and trust accounts

• Manage ACAT transfers, money movement requests, Required Minimum Distributions (RMDs...