• Client Service Specialist - Reputable WM Firm

    Robert Half Finance & Accounting (San Francisco, CA)


    Description

    Interested in learning more? Apply today and share your resume via LinkedIn with JC del Rosario — let’s connect and explore how this role could be the perfect next step in your career.

     

    Client Service Specialist

     

    About the Role

     

    We’re seeking an experienced Client Service Specialist to join a boutique wealth management firm. This is primarily 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 streamline processes to enhance the overall client experience.

    Key Responsibilities

    + Process client service requests, including account openings, transfers, ACH transactions, RMDs, and stock donations.

    + Communicate with clients and custodians to resolve operational issues promptly.

    + Prepare reports and assist with quarterly client reporting.

    + Maintain CRM and portfolio management systems (Salesforce, Orion).

    + Support meeting preparation and contribute to process improvements.

     

    Benefits & Perks

     

    + Medical, dental, and vision coverage.

    + 401(k) match after six months.

    + Three weeks of paid vacation plus separate sick days.

    Requirements

    Curious to learn more? Apply today and share your resume via LinkedIn with JC del Rosario — let’s explore how this opportunity could be the perfect next step in your career.

     

    What We’re Looking For

     

    + 3+ years of experience in a related role.

    + Prior experience in wealth management, brokerage, or investment advisory (must-have).

    + Strong understanding of financial operations, including ACAT, ACH, and RMD processes.

    + Excellent communication and organizational skills.

    + Familiarity with custodians such as Schwab, Fidelity, and Pershing; experience with Orion software is a plus.

    + Bachelor’s degree preferred.

     

    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.

     

    • 2025 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) .