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Client Service Advisor

Robert Half

Location:
United States , San Jose

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We’re seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers competitive compensation. Join a collaborative team where your skills will make a direct impact on clients' success and the firm's continued growth.

Job Responsibility:

Generate performance reporting and analyze effects of contribution and attribution
Assist with implementing back office reconciliation processes
Provide a high level of customer support to high net worth individuals
Keeping up-to-date with client documentation
Adhering to regulatory rules
Processing client transactions accurately and punctually
Assisting in bank operations (web calls) and international banking support

Requirements:

3+ years of experience within the financial services sector, specifically Wealth Management
A history of job stability
Willingness to work on-site in San Jose
Excellent communication and problem-solving skills
Familiarity with tools like Fidelity, Schwab, Salesforce, and Microsoft Office suite

Nice to have:

Series 7 and 65 licenses are a plus

What we offer:

competitive compensation
work-life balance
medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
free online training

Additional Information:

Job Posted:
February 20, 2026

Work Type:

On-site work

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