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Robert Half Client Service Associate in San Jose, California


Please reach out to Mahmoud Adam, CPA via LinkedIn with your updated resume or call (408) 455-2675 to be considered for this opportunity.

Exciting opportunity to join a private multifamily office that serves a select group of senior executives, founders and families of significant wealth.

The client service associate should have experience in a similar client facing role, being effective communicator, problem solver, and demonstrate a passion for client service and project management.

Key responsibilities include:

· Collaborate with the client team to execute and track client’s financial planning needs, in the areas of estate planning, philanthropy, insurance, private banking, real estate and investments

· Build meaningful relationships with clients and their families

· Provide a high‐touch and seamless client experience through proactive problem solving and thoughtful communication

· Oversee the new client onboarding and account opening processes

· Provide ongoing maintenance of client brokerage accounts

· Help facilitate client‐directed investments through subscription document preparation and coordination with investment administrators

· Maintain strategic relationships with custodian service teams and external partners, such as attorneys, trust administrators, CPAs, insurance brokers, estate managers and executive assistants


This is a great opportunity to join an established firm with a great executive team and mentorship. The ideal candidate should have:

· Bachelor’s degree required

· 3-5+ years of relevant work experience in the financial services industry or experience supporting high‐net‐worth families

· Excels at problem solving and takes initiative to implement thoughtful solutions

· Highly organized, with strong attention to detail and ability to multitask

· Excellent interpersonal and communication skills

· Diverse candidates are encouraged to apply

Perks mean so much to this company and they are very committed to providing amazing benefits for employees and families, encouraging professional development, great 401K plan, and fantastic PTO policy. For details on salary, benefits and more detail

Please reach out to Mahmoud Adam, CPA via LinkedIn with your updated resume or call (408) 455-2675 to be considered 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 puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.5461. 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.

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