Client Service Specialist
7 days ago
Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a full-time, experienced Client Service Specialist to join their growing team. This role is based in San Francisco (hybrid, 3 days in-office) with the option to work from the Menlo Park office as needed. Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below. Compensation: $80,000–$90,000 (DOE) + Bonus + 6% 401(k) match Schedule: Hybrid (3 days in-office), WFH 2 days once trained This boutique investment advisory firm serves approximately 700 client families and institutions with an average AUM of ~$3M. With more than 85 years in operation, the team delivers sophisticated investment management and active planning across generations of clients. This position is primarily back-office/administrative with some direct interaction via email and phone—not client meetings or investment discussions. Ideal for someone who is operationally strong, detail-oriented, and proactive in improving process and client experience. What You’ll Do - Support client relationships by tracking client communications and completing service requests (money movement, account consolidation, access updates, DocuSign preparation, etc.). - Coordinate with the Client Service team to prepare for client meetings, including reports, data gathering, and CRM updates (Salesforce/eMoney). - Communicate with clients by phone or email to answer operational questions and resolve administrative issues. - Initiate and monitor service requests with custodians such as Schwab, Fidelity, or Pershing. - Assist with account openings, transfers, reregistration, stock option exercises, cost basis research, donations, RMDs, and distributions. - Maintain accurate records by updating the portfolio accounting system and CRM. - Contribute to quarterly reporting—production, review, and delivery of client reports. - Ensure client service procedures are followed and continuously enhanced for efficiency and quality. - 3+ years of experience in wealth management, brokerage, or investment advisory. - Bachelor’s degree strongly preferred. - Hands-on experience with custodians such as Schwab, Fidelity, or Pershing. - Experience with Orion Advisor Technology is a huge plus. - Strong interpersonal skills with polished verbal and written communication. - Ability to handle confidential information with professionalism and discretion. - Extreme attention to detail and accuracy. - Ability to manage complex tasks independently with minimal oversight. - Excel skills and enthusiasm for projects/process improvement are highly valued. xrczosw Benefits The firm offers a competitive compensation and benefits package including: - Medical, dental, and vision coverage - 401(k) with 6% match (after 6 months)- Three weeks of paid vacation, separate sick time - Bonus potential For expedited consideration or to have a conversation about other roles in, please send a message to Jennifer Fukumae on LinkedIn.
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Client Service Specialist
4 days ago
San Francisco, United States California Staffing Service Full timeClient Service Specialist Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a full-time, experienced Client Service Specialist to join their growing team. This role is based in San Francisco (hybrid, 3 days in-office) with the option to work from the Menlo Park office as needed. Compensation:...
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Client Service Specialist
6 days ago
San Francisco, United States California Staffing Service Full timeClient Service Specialist We're seeking an experienced Client Service Specialist to join a boutique wealth management firm. This is a back-office role with some client interaction via email and phone, focused on delivering exceptional service and operational support. You'll manage client requests, collaborate with advisors, and help improve processes to...
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Client Service Specialist
2 weeks ago
San Francisco, United States California Staffing Service Full timeClient Service Specialist A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This role is primarily back-office and administrative, with some client interaction via email and phone. You'll support approximately 200 client relationships and collaborate across departments to ensure exceptional service. What...
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Client Service Specialist
1 week ago
San Francisco, CA, United States Robert Half Full timeInterested? Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect! Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply. Client Service Specialist About the Role We’re seeking an experienced Client Service Specialist to join a boutique wealth...
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Client Service Specialist
1 week ago
San Francisco, CA, United States Robert Half Full timeInterested? Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect! In order to make an application, simply read through the following job description and make sure to attach relevant documents. Client Service Specialist About the Role We’re seeking an experienced Client Service Specialist to join a boutique wealth...
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Client Service Specialist
3 weeks ago
San Francisco, CA, United States Robert Half Full timeClient Service Specialist Considering making an application for this job Check all the details in this job description, and then click on Apply. A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This role is primarily back-office and administrative, with some client interaction via email and phone....
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Client Service Specialist
7 days ago
San Francisco, CA, United States Robert Half Full timeClient Service Specialist Apply fast, check the full description by scrolling below to find out the full requirements for this role. A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This role is primarily back-office and administrative, with some client interaction via email and phone. You’ll support...
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Client Service Specialist
7 days ago
San Francisco, CA, United States YMCA of San Francisco Full timeCareers by Empowering Futures, Building Communities Imagine going to work each day knowing that your efforts positively impact individuals and communities. As a global movement and the nation's leading nonprofit organization dedicated to strengthening communities through youth development, healthy living, and social responsibility, the YMCA of Greater San...
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Client Service Specialist
5 days ago
San Francisco, CA, United States YMCA of San Francisco Full timeCareers by Empowering Futures, Building Communities Imagine going to work each day knowing that your efforts positively impact individuals and communities. As a global movement and the nation's leading nonprofit organization dedicated to strengthening communities through youth development, healthy living, and social responsibility, the YMCA of Greater San...
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Client Service Specialist
16 hours ago
San Francisco, CA, United States YMCA of San Francisco Full timeCareers by Empowering Futures, Building Communities Imagine going to work each day knowing that your efforts positively impact individuals and communities. As a global movement and the nation's leading nonprofit organization dedicated to strengthening communities through youth development, healthy living, and social responsibility, the YMCA of Greater San...
