Robert Half Corporation Jobs

Description

Please reach out to Ren Friedman via Linkedin with your updated resume to be considered for the opportunity below. Or email ren.friedman at roberthalf with your updated resume.

Our client provides financial planning and investment management solutions to high-net worth families, corporate executives, and business owners. The firm has $1B in AUM. Growth year over year is 24%!

Responsibilities:

• Deliver exceptional service to sophisticated clients, addressing their needs and resolving their inquiries

• Execute performance reporting and analyze contribution and attribution effects

• Conduct back-office reconciliation processes to ensure accuracy and efficiency

• Assist in the implementation and monitoring of compliance processes to adhere to industry standards

• Provide support for web-based conference calls to facilitate effective communication

• Offer international banking operational support to cater to our global clientele

• Monitor and rebalance portfolios as needed for optimal performance

• Utilize a variety of computer programs and accounting software systems to perform tasks effectively

• Handle inbound calls, providing information and resolving issues as they arise

• Perform billing functions and claim administration tasks as needed.

If interested in this role, please contact Ren Friedman via LinkedIn

Requirements

Requirements:

• 5+ years in experience at an RIA or similar organization with direct experience in interfacing with high net worth private clients

• Licenses such as 65 or 7 are huge plus!

• Ability to handle multiple high status client relationships and maintain organization across teams and customers to ensure effectiveness

Why work here:

• Family like culture

• Numerous team events

• Great benefits

• Fast growing: Growth year over year is 24%!

Please reach out to Ren Friedman via Linkedin with your updated resume to be considered for the opportunity below. Or email ren.friedman at roberthalf with your updated resume.

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 works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

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 roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .