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Robert Half Senior Client Service in Walnut Creek, California


This role is essential to the efficiency and success of the Wealth Management Services team. In this role you will collaborate closely with Advisors and Client Service Associates in a client-focused environment utilizing your exceptional organizational, communication, and execution skills. The successful candidate is passionate about serving clients and learning the wealth management business in order to support Wealth Advisors, clients, and prospects at increasingly higher levels.



• Excellent customer service skills, via phone, email and in-person, demonstrating professionalism, careful listening, friendliness, and eagerness to serve

• Excellent organization, time management and follow-through skills

• Strong attention to detail and job ownership

• Strong computer skills and quick learner of new technology

• Ability to learn and master internal policies and procedures

• Knowledge/expertise of MS Office including Word, Excel and PowerPoint, and MS Outlook (including email, calendar, and tasks)

• Education or work experience in financial services industry strongly preferred • Bachelor’s Degree preferred

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 authorized to work in the United States. Benefits are available to temporary professionals. Visit for more information.

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