Job Description

Description Interested? Apply today and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Senior Client Associate About the Role We're seeking a Senior Client Associate to join a leading wealth management team serving ultra-high-net-worth clients. This role combines client relationship management, strategic planning support, and leadership responsibilities in a collaborative, fast-paced environment. Key Responsibilities + Act as the primary point of contact for client service requests and ensure timely execution. + Partner with senior management on bespoke client strategies and firm-wide initiatives. + Build strong client relationships and anticipate needs to exceed expectations. + Assist with complex wealth transfer strategies, philanthropic initiatives, and tax-advantaged planning. + Collaborate with internal investment teams on portfolio creation and cash deployment. + Mentor team members and contribute to a positive team culture. Benefits & Perks + Competitive compensation and bonus structure. + Comprehensive health coverage and 401(k) match. + Flexible vacation policy, sabbatical program, and hybrid work options. + Collaborative culture with opportunities for growth. Requirements Want to know more? Apply today and send your resume via LinkedIn to JC del Rosario - let's explore how this opportunity could be the right fit for your next career move. What We're Looking For + Bachelor's degree required + MUST HAVE 6-8 years of experience in client-facing roles within wealth management or family office environments. + Strong interpersonal and communication skills; detail-oriented and proactive. + Knowledge of estate planning and tax strategies. + Proficiency in Microsoft Office; experience with CRM systems (Salesforce or similar) and custodial platforms preferred. + Leadership experience in high-growth environments. 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 ( 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 ( .

Job Tags

Permanent employment, Contract work, Temporary work, Work at office, Flexible hours,

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