Client Service Associate
2 weeks ago
Client Service Associate We're seeking a Client Service Associate to join a boutique wealth management firm serving senior executives and professionals. This role focuses on delivering exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams. Key Responsibilities Handle client service requests, including wire transfers and documentation for new/existing accounts. Communicate with custodians and vendors to ensure accurate and timely transactions. Act as liaison between advisors, clients, and middle-office functions. Schedule client meetings and manage calendars. Support trading and portfolio rebalancing if licensed. Benefits & Perks Annual profit sharing and 401(k) match. Medical and dental coverage. Flexible overtime pay option. 15 vacation days + 5 sick days + NYSE holidays. Requirements 5+ years minimum Must have prior RIA client service experience Strong attention to detail and organizational skills. Ability to work independently and prioritize multiple tasks. Problem-solving mindset and resourcefulness. Proficiency in Word and Excel; familiarity with financial platforms a plus. 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.
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Client Service Associate
2 weeks ago
San Francisco, United States California Staffing Service Full timeClient Service Associate Reach out to Michelle Espejo for additional information or questions. Work with some of the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations....
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Client Service Associate Thriving RIA
2 weeks ago
San Francisco, United States California Staffing Service Full timeClient Service Associate | RIA | San Francisco The 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...
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Client Service Associate
3 days ago
San Francisco, United States California Staffing Service Full timeClient Service Associate | Multi Family Office Work with some of the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of contact for...
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Client Service Associate
13 hours ago
San Francisco, CA, United States California Staffing Service Full timeClient Service Associate | Multi Family Office Work with some of the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of contact for...
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Client Service Associate
10 hours ago
San Francisco, CA, United States California Staffing Service Full timeClient Service Associate | Multi Family Office Work with some of the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of contact for...
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Client Service Associate
9 hours ago
San Francisco, CA, United States California Staffing Service Full timeClient Service Associate | Multi Family Office Work with some of the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of contact for...
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Client Service Associate
10 hours ago
San Francisco, CA, United States California Staffing Service Full timeClient Service Associate | Multi Family Office Work with some of the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of contact for...
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Client Service Associate
9 hours ago
San Francisco, CA, United States California Staffing Service Full timeClient Service Associate | Multi Family Office Work with some of the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of contact for...
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Client Service Associate
11 hours ago
San Francisco, CA, United States California Staffing Service Full timeClient Service Associate | Multi Family Office Work with some of the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of contact for...
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Client Service Associate
11 hours ago
San Francisco, CA, United States California Staffing Service Full timeClient Service Associate | Multi Family Office Work with some of the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of contact for...
