Description

　　Please reach out to Michelle Espejo via LinkedIn or email with your latest resume for prompt consideration for the opportunity below.

　　Our client caters to families and individuals who aim to unlock the complete potential of their wealth. They approach each client relationship with a strong commitment to care, coupled with extensive expertise in wealth and legacy planning, investments, as well as trust and estate services.

　　Client Service Associate

　　San Francisco; Hybrid (2 days in)

　　$65k-80k + Bonus

　　Day to Day:

　　Collaborate with the client service team to deliver excellent service to our wealth management clients.

　　Address requests from clients, CPAs, Estate Planning Attorneys, and other third parties through phone, email, or in person .

　　Manage the opening and closing of client accounts, including completing necessary paperwork for account maintenance.

　　Handle the subscription process for new alternative investments.

　　Facilitate and carry out client monetary and/or securities transfers as required.

　　Adhere to department processes and procedures while actively seeking opportunities to implement improvements and efficiencies.

　　Acquire the skills necessary for career advancement within our client service career path.

　　Requirements

　　Ideal Candidate:

　　1+ year of experience within the financial services industry

　　Proficient in communication with a keen attention to detail, coupled with exceptional analytical and problem-solving abilities.

　　Capable of thriving in a small team environment where individuals handle multiple responsibilities.

　　Possesses a polished appearance, as this individual will interact with clients and may have the chance to participate in client meetings.

　　Why work here?

　　This team has the most growth in the entire company!

　　HYBRID; in office twice a week in office

　　Very collaborative culture and no hierarchy in terms of helping each other

　　Sponsor CFP courses along with other continued education

　　Great benefits

　　Please reach out to Michelle Espejo via LinkedIn or email with your latest resume for prompt consideration for this opportunity.

　　Additionally, feel free to text me at (415) 273-8074.

　　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 (https://www.roberthalf.com/us/en/mobile-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. Visit roberthalf.gobenefits.net for more information.

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