Robert Half International Relationship Manager/Senior CSA in San Francisco, California
If you are interested on applying for this position. Please view my Linkedin under Jayvelle Castaneda and email your resume.
Our client is a privately-held, registered investment advisory firm. In addition to providing Investment Management services and Financial Planning. While these domains of concern have traditionally been dealt with separately, as if they were completely unrelated fragments of life, they believe they are dimensions of life that can be integrated and managed to produce your own good life.
Relationship Manager Keys:
3+ years of Wealth Management and/or Client Services experience
Ability to connect with people and make them feel comfortable. Can’t be shy around clients.
Must be somebody that really genuinely likes people and wants to help build that bond between the company and the client.
Assist with setting up client meetings for advisors, running reports, taking notes during client meetings, making sure the CRM is updated with pertinent client information and changes.
Active listening for anything that a client may need.
Excellent opportunity to join a tight knit team and family business!
Compensation and Benefits highlights:
Base salary and subject to annual reviews/increases
For 401k, 3% safe harbor, currently 7% profit sharing (subject to change, but no plans to), 1 year waiting period for contribution, 6-year vesting schedule on the profit sharing part only. Employee can contribute independently to their 401k after 3 months of employment.
Bart Pass or Parking is covered by the firm!
4-weeks PTO that starts to accumulate from date of hire.
Strong health benefits as well.
For details on salary and benefits, please view my Linkedin under Jayvelle Castaneda and email your resume.
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.