Robert Half Client Service Analyst - $900M AUM RIA in San Francisco, California
Please send your resume to Ren Friedman, CPA via LinkedIn or call (415) 434-1900 extension 21262 to be considered for the opportunity below.
Exciting opportunity to join an independently owned, federally registered investment adviser. Our client is fee only and services includes: portfolio management, wealth management, financial planning, etc. If you are someone who enjoys cultivating relationships, providing wealth management advice, and developing your professional skills, this is the role for you!
Client Service Administrator to provide operational support to our wealth advisor team. Under general supervision, the Client Service Administrator performs back office support tasks to open, maintain, and close accounts at multiple custodians.
l preparing, processing, tracking and maintaining client paperwork;
l monitoring the progress of the account opening process and working with clients and the custodian to resolve any issues;
l tracking the transfer of assets;
l processing client-related cash management and administrative requests (e.g., check requests, wiring funds, and change of address)
l assisting with client billing;
l updating client information in customer relationship management (CRM) software and portfolio accounting software
This is a great opportunity to join a growing firm with a great executive team and mentorship. The ideal candidate:
2+ years in an operational capacity in financial services
Experience working directly with custodians to open accounts
Comfort learning new technology
Perks mean so much to this company and they are very committed to providing amazing benefits for employees and families, free lunches, encouraging professional development, great 401K plan, and fantastic PTO policy. For details on salary, benefits and more detail, Please send your resume to Ren Friedman, CPA via LinkedIn or call (415) 434-1900 extension 21262 to be considered for the opportunity below.
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.
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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.