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Client Service Specialist | Option
Job in
San Francisco, San Francisco County, California, 94102, USA
Listed on 2026-07-25
Listing for:
Robert Half
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Client Operations Specialist
Robert Half is teaming up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven Client Operations Specialist. If you're looking for a place where you can grow in Operations or take the path towards a Lead Advisor role, this is the perfect opportunity! Join a collaborative, client-focused firm that values community engagement and offers real potential for career advancement.
Responsibilities:
- Collaborate with the Advisory Group and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.
- Collect and organize client data, including personal and financial goals, to support comprehensive planning.
- Review and analyze client financial documents to assess their current financial position.
- Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.
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