Client Service Specialist

Description Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a full-time, experienced Client Service Specialist to join their growing team. This role is based in San Francisco (hybrid, 3 days in-office) with the option to work from the Menlo Park office as needed. Compensation: $80,000-$90,000 (DOE) + Bonus + 6% 401(k) match Schedule: Hybrid (3 days in-office), WFH 2 days once trained This boutique investment advisory firm serves approximately 700 client families and institutions with an average AUM of ~$3M. With more than 85 years in operation, the team delivers sophisticated investment management and active planning across generations of clients. This position is primarily back-office/administrative with some direct interaction via email and phone-not client meetings or investment discussions. Ideal for someone who is operationally strong, detail-oriented, and proactive in improving process and client experience. What You'll Do + Support client relationships by tracking client communications and completing service requests (money movement, account consolidation, access updates, DocuSign preparation, etc.). + Coordinate with the Client Service team to prepare for client meetings, including reports, data gathering, and CRM updates (Salesforce/eMoney). + Communicate with clients by phone or email to answer operational questions and resolve administrative issues. + Initiate and monitor service requests with custodians such as Schwab, Fidelity, or Pershing. + Assist with account openings, transfers, reregistration, stock option exercises, cost basis research, donations, RMDs, and distributions. + Maintain accurate records by updating the portfolio accounting system and CRM. + Contribute to quarterly reporting-production, review, and delivery of client reports. + Ensure client service procedures are followed and continuously enhanced for efficiency and quality. Requirements + 3+ years of experience in wealth management, brokerage, or investment advisory. + Bachelor's degree strongly preferred. + Hands-on experience with custodians such as Schwab, Fidelity, or Pershing. + Experience with Orion Advisor Technology is a huge plus. + Strong interpersonal skills with polished verbal and written communication. + Ability to handle confidential information with professionalism and discretion. + Extreme attention to detail and accuracy. + Ability to manage complex tasks independently with minimal oversight. + Excel skills and enthusiasm for projects/process improvement are highly valued. Benefits The firm offers a competitive compensation and benefits package including: + Medical, dental, and vision coverage + 401(k) with 6% match (after 6 months) + Three weeks of paid vacation, separate sick time + Bonus potential For expedited consideration or to have a conversation about other roles in, please send a message to Jennifer Fukumae on LinkedIn. 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. © 2025 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) .