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Robert Half UNHW Client Relations Associate in San Francisco, California


For immediate consideration, please apply here AND ping me on LinkedIn - Jeffrey Abrams

Client Relations Associate

Base + Disc. Bonus + Profit Sharing & Excellent Benefits

A $10B+ independent investment firm with offices in New York, Chicago, Boston and San Francisco has a fantastic opportunity on their team available. The firm was founded by a group of successful and savvy Financial Advisors from one of the largest bulge bracket firms in San Francisco. They provide investment advice and wealth management services to UHNW individuals, families, and institutions (average client size is $40M!).

Key Responsibilities

  • Client Service: Provide primary and secondary coverage for a growing set of clients and prospective clients. As Primary coverage, analysts & associates are tasked with driving that client relationship forward across all aspects of that client’s relationship with the firm and their balance sheet. This can be everything from the operation and administrative aspects of the relationship to analyzing client portfolios, coordinating client’s family office needs, trading, running and analyzing performance report, coordinating with important 3rd party advisors (Tax, Trust & Estate, Insurance, Bookkeepers, etc.), facilitating a wide array of alternative investments, and a whole lot more.

  • Director of Client Experience: Cultivate and bring to life an in-office (& now virtual) experience for clients that is in keeping with the quality of service on which our brand is built.

  • Custodian Specialist: Become an expert in all custodian’s documents/forms and lead the team in opening new/additional accounts, as well as processing service requests through the custodian. Learn the custodian’s reports section to run tax and activity reports for Partners or Accountants when necessary.

  • Special Projects Manager: Oversee and manage special projects which could include strategic client development, fee reconciliation, prospecting efforts, and the integration of 3rd party software, such as Salesforce (CRM) or Addepar for performance reporting applications. We are constantly looking to improve our processes and use of technology.

  • Trader: Help to rebalance client portfolios usually on a quarterly basis. Understand clients’ various needs and preferences for account management and determine the best way to execute relevant trades or rebalancing while looking at current market conditions, margin release, cash balances, etc.


The IDEAL CANDIDATE is someone who is interested in great mentorship and eager to learn. Additionally:

** Bachelor’s degree or higher.

** Series 7, 65 or 66 nice but not a must have.

** CFA/CAIA a plus but not necessary. They will support you pursuing this certification if you choose.

** 2-8 years of experience at a financial services firm.

For immediate consideration, please apply here AND ping me on LinkedIn - Jeffrey Abrams

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.

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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. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit for more information.

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