Robert Half Client Service Specialist in San Francisco, California
For expedited consideration please reach out to Madison Beckett on Linkedin!
Support client relationship management by monitoring client communications and completing client requests (move money, consolidating accounts, granting website access, etc.).
Collaborate with client service team in preparation of client meetings (producing reports, gathering information).
Communicate with clients verbally or in writing to inform or answer operational requests and inquiries and problem resolution.
Assist tasks such as opening and closing accounts, reregistering accounts, stock option exercise, restricted stock deposits, cost basis research, client gifting, processing RMDs, and distributions.
2-5+ years of experience in the investment management, brokerage, or investment advisory/consulting industry required.
Bachelors degree preferred.
Experience working with custodians (Schwab, TDA, Fidelity) and Advent portfolio management software (APX) is a plus.
Previous experience in professional client service/operations is required.
Have excellent interpersonal skills and excellent verbal and written communication skills.
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.
Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.
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.