Robert Half International Client Service Associate in Oakland, California
If you are interested on applying for this position. Please view my Linkedin under Jayvelle Castaneda and email your resume.
Our client is an independent investment firm that acts as a fiduciary and strives to provide peace of mind to each and every client. 12 Employees and over 650 clients with almost 1 Billion AUM. They are proud to be a local, independently-owned firm that has grown to become the largest fee-only independent wealth advisory firm in the suburb of San Francisco Bay Area.
Series 65 (or obtained within 6 months of hire)
2-5 years’ work experience in the financial services industry (RIA, Broker/Dealer, Bank, etc.). Experience with Schwab or Fidelity paperwork a plus!
Highly technologically efficient (no exceptions)
Desired, but not mandatory: Experience with Tamarac (or other portfolio reporting software), Dynamics 365 (or other CRM), and MoneyGuidePro (or other financial planning software)
Attention to detail, highly organized, and strong work ethic
Patient, outgoing, personable, and team player attitude
Bachelor’s degree or equivalent work experience
Maintaining and servicing existing client relationships by providing high level client service, such as opening accounts, processing asset transfers, requesting trades, moving money, on-boarding new clients, etc.
Assisting financial advisors with client meeting preparation (and participating, as needed)
Handling client service-related tasks, such as helping clients access the document portal
Resolving client account issues
Pro-actively contacting clients to check in
Possibly assisting with financial plan data gathering and input
Great Benefits Medical/Dental/Vision
401k 5% Match (After 1 year)
PTO- Starts with 1 week, accrues 1 week per year with a cap of 4 weeks.
Paid tuition for Series 65.
They promote within! There are a lot of room to grow with this reputable firm of 39 years!!
High reviews from Glassdoor, Yelp and Investor.com
A very kind, fun and down to earth team!
For details on salary and benefits, please view my Linkedin under Jayvelle Castaneda and email your resume.
Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.
When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.
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.