Senior Client Service Associate at Thriving RIA

Job Description

Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory firm. This is a full-time permanent role based in Palo Alto with a Hybrid flexible schedule.

The fast growing firm serves high-net-worth clients—including tech executives and entrepreneurs—offering tailored planning and investment strategies.

This is a great opportunity to deepen your experience in financial planning, work alongside experienced advisors, and grow within a collaborative, client-focused environment. You'll enjoy strong mentorship, professional development support, a team-oriented culture, competitive pay, and a comprehensive benefits package.

Key Responsibilities:

Maintain client relationships by anticipating needs and offering tailored solutions

Lead client onboarding to ensure a smooth and professional experience

Coordinate with external partners (CPAs, attorneys, etc.) to support client goals

Assist in planning around equity comp, philanthropy, estate strategies, and more

Provide support for portfolio analysis and client communications

*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Bachelor’s degree or relevant experience

2–4 years in wealth management, in an RIA, brokerage, or family office (NO exceptions)

Familiarity with Fidelity and Schwab platforms preferred

Strong communication, attention to detail, and problem-solving skills

Ability to manage multiple priorities in a fast-paced environment

Experience with CRM systems, reporting tools, or planning software is a plus

Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what’s out there.

Full-time

Hybrid remote