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Client Service Associate Thriving RIA
1 month ago
Client Service Associate | RIA | San FranciscoThe firm is 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 provides an 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 supportAssist with meeting preparation and coordinate follow-upsServe as a primary point of contact for client requests and inquiriesInitiate and monitor service requests with custodians on behalf of clientsManage account openings, stock option exercises, cost basis research, and related tasksMaintain and update CRM records, contributing to quarter-end reportingEnsure precise execution of client service protocolsRequirements:3+ years of wealth management experienceBachelor's degree requiredExperience with custodians like Schwab/TDA, Fidelity, PershingFamiliarity with Orion Advisor Technology is a plusStrong background in professional client service with excellent communication skillsHighly organized, detail-oriented, and comfortable handling complex projects independentlyFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.
