Job Information
Robert Half Operations Manager in San Mateo, California
Description
*Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Our client, leaders in delivering tailored financial solutions, seek an Operations Manager for their San Mateo office.
Experience a perfect work-life balance with an 8-hour workday and no late nights or weekend shifts. Enjoy a cozy work environment fostering genuine client connections, complemented by health benefits, vision coverage, and a 401k match. Seize this opportunity to excel in a professional setting that values both your expertise and your well-being.
Some Responsibilities of an Operations Manager:
Manage new client onboarding, financial planning workflow, and account opening.
Ensure efficient account transfers and effective client communication.
Establish statement consolidations, e-delivery, and online access.
Track required minimum distributions and enforce compliance.
Update client information in systems and follow up on service items.
Participate in appointment review meetings and manage CRM.
Develop and maintain operational systems/checklists.
Monitor account notifications and process paperwork.
Manage office checks and referrals, including marketing campaigns.
Maintain website/social media and client correspondence files.
Delegate tasks, train new members, and conduct check-ins.
Conduct performance reviews and identify process improvements.
Ensure compliance documentation and advertising approval.
Attend events to provide superior client service.
Requirements
3+ years leading teams; Financial Services background; ideally at another wealth management firm
Must be able to commute to the San Mateo office 5x a week
Motivational leader with proactive client service focus
Exceptional organization, time management, and attention to detail
Thrives in high-pressure environments with multiple tasks and tight deadlines
Proficient in Microsoft Office suite and contact management databases; RedTail CRM proficiency desirable
Strong phone and email communication abilities
*Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.
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.
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