Description Please contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity. Join a rapidly expanding Wealth Management Firm that has grown by $400 million in recent years! We're seeking a dynamic Client Service Advisor to join their team in the New Year. Ready to make an impact? Apply now and be part of our continued success! Some job duties include: + 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 Qualifications: + 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. + Series 7 and 65 licenses are a plus Please contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity. 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. 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) .