Job Information
Robert Half Client Service Associate at Reputable RIA in San Francisco, California
Description
Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.
Our client, a prominent wealth management firm with a legacy of long-standing client relationships spanning generations and managing approximately $2 billion in assets, has earned a reputation for delivering sophisticated, tailored wealth management solutions to families and institutions.
This role offers a hybrid work schedule, providing invaluable exposure to all facets of wealth management while allowing you to collaborate across departments and support a diverse portfolio of clients. The firm offers a competitive compensation package, including comprehensive health benefits, 401(k) matching after six months, three weeks of paid vacation, and separate sick days. This is an ideal opportunity for detail-oriented, proactive professionals who thrive in a client-focused environment.
Responsibilities:
Provide day-to-day client service and support
Assist with meeting preparation and coordinate follow-ups
Serve as a primary point of contact for client requests and inquiries
Initiate and monitor service requests with custodians on behalf of clients
Manage account openings, stock option exercises, cost basis research, and related tasks
Maintain and update CRM records, contributing to quarter-end reporting
Ensure precise execution of client service protocols
Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.
Requirements
3+ years of wealth management experience
Bachelor’s degree required
Experience with custodians like Schwab/TDA, Fidelity, Pershing
Familiarity with Orion Advisor Technology is a plus
Strong background in professional client service with excellent communication skills
Highly organized, detail-oriented, and comfortable handling complex projects independently
Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.
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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