Description

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

　　Join our dynamic team! We're a thriving Investment Advisory Firm on a rapid growth trajectory, managing nearly $1 billion in assets. We're actively seeking individuals eager to develop their skills and propel their careers forward. Immerse yourself in our unique learning environment, where every day brings new opportunities for growth and success. Be part of an established yet ever-evolving team that's shaping the future of investment advisory.

　　Client Service Associate

　　San Jose; In Office

　　$100k-120k + Bonus

　　Day to Day:

　　Deliver excellent service to sophisticated clients.

　　Process paperwork for new accounts, closures, transfers, and other client-related tasks.

　　Timely processing of trade and other client transactions.

　　Assist in client meetings by providing performance reports and investment information.

　　Document client meetings and manage confidential client files.

　　Ensure compliance with regulatory tasks outlined in the firm's compliance manual.

　　Provide weekly updates on pipeline progress and client portfolio needs.

　　Respond promptly to and monitor client emails.

　　Maintain the accuracy and integrity of client portfolio accounts, reconciling with custodial records.

　　Requirements

　　Ideal Candidate:

　　5+ years of experience in the financial services industry.

　　Strong communication, attention to detail, analytical, and problem-solving skills.

　　Ability to thrive in a small, multitasking environment.

　　Strong preference for local candidates in the south bay (5 days a week in the office).

　　Preferred experience with Schwab or Fidelity.

　　Preferred experience in a boutique RIA.

　　Preferred Series 7/65 and CFP certifications.

　　Preferred experience with Salesforce.

　　Strong Excel skills and familiarity with Black Diamond/Advent are a plus.

　　Why work here?

　　Low turnover and a promising career path to become a principal.

　　Excellent work-life balance.

　　Successful firm with outstanding investment returns.

　　Coverage of costs for Series 65 and other professional designations.

　　Client-focused and technology-driven, with a strong emphasis on automation and tech innovations.

　　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.

　　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.

　　© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .