Robert Half International Client Service Analyst - $6B AUM RIA in San Francisco, California
Please email Ren at firstname.lastname@example.org with your updated resume or call (415) 434-1900 extension 21262 to be considered for the opportunity below.
Our client is a $6B independent investment firm with offices in New York, Chicago, Boston and San Francisco. The firm is extremely fast growing, amassed an AUM of $6M after it’s inception in 2015. It provides investment advice and wealth management services to UHNW individuals, families, and institutions with average client size being $40M.
The client service analyst will be a key point of contact for prospective and existing clients and also oversees daily operational work for the team including handling client requests, submitting account paperwork, processing money transfers, helping to rebalance client portfolios, and mastering the custodian’s web platform together with their forms/documents and transactional or tax reports.
The ideal candidate:
• Must be an excellent communicator and has a very professional present, extreme attention to detail
• At a minimum, 2+ years of hands on Operations or Client Service experience, but prefer more experience
• Must have a unique passion for delivering and excellent client experience and high quality work
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.
Location: San Francisco, CA
Date Posted: January 4, 2021
Employment Type: Full-time
Job Reference: 00412-9502803582
Staffing Area: Full-Time Accounting u0026 Finance