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Robert Half International Client Service Associate – $950M RIA in San Francisco, California

Description

Please email your resume to Ren Friedman, CPA (ren-friedman-cpa-70a3987) or call (415) 434-1900 extension 21262 to be considered for the opportunity below.

Exciting opportunity to join a FAST GROWING RIA! Our client is an independent, fee-only, and cutting edge management boutique providing both financial planning and investment management services to individuals and families with AUM of about $950M. You will be working along side the executive team, financial advisors, and client service associates to build and maintain client relationships by providing stellar service.

You will sit in meetings with the Lead Advisors, collect data on clients, create financial plans and present to clients. Work with advisors to learn and participate in all aspects of the wealth-management process. Help gather client data and personal and financial goals. Analyze and evaluate client financial documents.

Requirements

This is a great opportunity to join a growing firm and really help to build out the operational infrastructure. The ideal candidate:

l 2+ years of RIA experience

l Proficiency in Microsoft Office programs; experience with CRM, document management, and portfolio management software (preferred); experience working with custodial platforms such as Schwab, Fidelity and TD Ameritrade.

l Excellent Excel skills, Paraplanner experience is a plus.

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 email your resume to Ren Friedman, CPA (ren-friedman-cpa-70a3987) or call (415) 434-1900 extension 21262 to be considered for the opportunity below.

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.

© 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (www.roberthalf.com/terms-of-use).

Salary: DOE

Location: San Francisco, CA

Date Posted: February 21, 2021

Employment Type: Full-time

Job Reference: 00412-9502860452

Staffing Area: Full-Time Accounting u0026 Finance

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