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Robert Half International Client Service & Operations Associate in San Francisco, California


If you are interested on applying for this position. Please view my Linkedin under Jayvelle Castaneda and email your resume. You may also contact my direct line at 925 357-1313.


Our client is an independently owned, federally registered investment adviser. They are a fee-only adviser and do not charge commissions for buying or selling stocks or bonds. Their services include: tactical portfolio management, private wealth management and financial planning provided with unparalleled individual attention focused on developing a long-term, successful relationship.


Seeking a Client Service and Operations Associate to provide operational support to their wealth advisor team. Under general supervision, the Client Service and Operations Associate performs back office support tasks to open, maintain, and close accounts at multiple custodians.


Responsibilities Include:

  • preparing, processing, tracking and maintaining client paperwork;

  • monitoring the progress of the account opening process and working with clients and the custodian to resolve any issues;

  • tracking the transfer of assets;

  • processing client-related cash management and administrative requests (e.g., check requests, wiring funds, and change of address)

  • assisting with client billing;

  • updating client information in customer relationship management (CRM) software and portfolio accounting software;

  • other duties as assigned.

Keys: Hours are Monday – Friday 7:00 – 4:00 p.m.

  • 1+ years in an operational capacity in financial services supporting multiple advisors

  • Experience working directly with custodians to open accounts (they work with 3 custodians including TD and Schwab)

  • Comfortable learning new technology


For details on salary and benefits, please view my Linkedin under Jayvelle Castaneda and email your resume. You may also contact my direct line at 925 357-1313.

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.

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Salary: DOE

Location: San Francisco, CA

Date Posted: February 17, 2021

Employment Type: Full-time

Job Reference: 00412-9502856184

Staffing Area: Full-Time Accounting u0026 Finance