Job Information
Robert Half Client Service Associate (tons of growth opportunities) in San Jose, California
Description
Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Our client is a thriving wealth management firm in San Jose. They're known for their amazing growth, first-class service, and innovative use of technology. This firm offers great career growth opportunities and supports professional development. Competitive compensation. Awesome team.
Responsibilities:
Providing excellent service to clients.
Helping out in client meetings.
Keeping up-to-date with client documentation.
Adhering to regulatory rules.
Processing client transactions accurately and punctually.
Assisting in web calls and international banking support.
Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.
Requirements
3+ years experience in wealth management (no exceptions).
A history of job stability.
Willingness to work on-site in San Jose.
Excellent communication and problem-solving skills.
Familiarity with tools like Fidelity, Schwab, Salesforce, and Microsoft Office suite.
Series 7 and 65 licenses are a plus, but not necessary
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.
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.
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