Client Associate - Advisor Track | RIA Firm

Description

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or Linked In.

Job Title:

Client Operations Specialist

Location:

San Francisco;
Hybrid

Salary: $75-80k + Bonus

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.

Requirements

+ Bachelor's degree in Business, Accounting, Finance, Economics, or a related field preferred.

+ 1+ year of experience in client service, operations, or administrative support, ideally within a Registered Investment Advisor (RIA) or financial services environment.

+ Proficiency with Microsoft Office Suite, including Excel, Word, and Outlook.

+

Experience with financial technology platforms

+ Strong organizational and communication skills with the ability to manage multiple priorities and collaborate with internal teams and clients.

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or Linked In.

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 ()  and get 1-tap apply, notifications of AI-matched jobs, and much more.

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.

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