Robert Half Client Services Representative in San Francisco, California
Please reach out to Chris Fusco via LinkedIn with your updated resume or call (415) 434-1900 extension 21051 to be considered for the opportunity below.
As a Client Service Associate, you’ll serve as the first point of contact for clients or prospects. You’ll be called upon to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across our teams.
What you’ll do as a Client Service Associate:
Oversee client interaction, participate in client meetings, manage communication through telephone and email, prepare presentations for clients, process transactions and provide product and marketing support.
Research and respond to inquiries for our high net worth clients; escalate issues as appropriate.
Act as the liaison between the investment professional and client and the Private Wealth Management middle office functions, such as client services, trading, portfolio management, billing and fee support, performance and trust.
Handle administrative tasks, assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail.
Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system.
Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/Securities Company and other custodians regarding transaction-processing follow-up.
You could be a great fit if you have:
At least two to three years of administrative experience, with a bachelor’s degree preferred
Exceptional organizational and interpersonal skills to interface with clients, prospects, custodians and colleagues
Considerable tact and discretion when dealing with clients and sensitive data
The ability to work independently under minimal supervision
The ability to multi-task and prioritize work in a fast-paced, sales-oriented environment; proven ability to handle pressure
Excellent attention to detail and high degree of accuracy and consistency
Knowledge of Bloomberg, APX or custody system a plus
Please reach out to Chris Fusco via LinkedIn with your updated resume or call (415) 434-1900 extension 21051 to be considered for the opportunity
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 (https://www.roberthalf.com/mobile) 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 authorized to work in the United States. Benefits are available to temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.