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Client Service Associate - Wealth Management firm

For more information and consideration please contact Lisa Friedrich at 415 434 1900 or Lisa.Friedrich@roberthalf.com Our client is a well-known and very successful nationwide operating Wealth Management firm. Due to growth they are looking for a Client Service Associate for their office in Larkspur (right by the Larkspur Ferry building). In this position you will be the first point of contact for their High Net Worth Clientele, support Financial Advisors, onboard new clients, process a variety of account transactions via custodians (Schwab) and prepare detailed client reports.
Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune? magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.
Apply for this job now or contact our nearest office at 844.539.2523 for additional information.
All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
? 2018 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans
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Req ID: 00412-9501287313
Functional Role: Relationship Manager
Country: USA
State: CA
City: Larkspur
Postal Code: 94904
Compensation: DOE
Requirements: The ideal candidate has a minimum of 2+ years of experience within Wealth Management in a client facing position, has excellent communication skills and enjoys to work very detail oriented.


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