Client Service Associate - 2days onsite

Description Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate Wealth Management Firm Walnut Creek Hybrid; 2 days onsite Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning. Youu2019ll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes. Responsibilities + Prepare estate and trust summaries and review entity structures + Draft client-ready materials and handle internal requests + Track deliverables, manage workflows, and coordinate calendars + Serve as a point of contact for select inquiries + Conduct research and provide analytical support to the Tax and Estate Planning team For fastest consideration, reach out to Michelle Espejo via email or LinkedIn. Requirements + Bacheloru2019s degree in finance, accounting, economics, business, or related field + Strong analytical skills and solid Excel proficiency + Detail-oriented with strong ownership of deadlines + Clear, professional communication skills + Comfortable in a fast-paced, evolving environment 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. Robert Half is the worldu2019s 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 ( and get 1-tap apply, notifications of AI-matched jobs, and much more. 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. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use ( and Privacy Notice (.

Created: 2026-03-16