• Client Service Specialist - Prestigious WM Firm

    Robert Half Finance & Accounting (San Francisco, CA)


    Description

    Interested? Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect!

     

    Client Service Specialist

     

    About the Role

     

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

    Key Responsibilities

    + Handle client service requests (account openings, transfers, ACH, RMDs, stock donations).

    + Communicate with clients and custodians to resolve operational issues.

    + 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 6 months.

    + Three weeks paid vacation + separate sick days.

    Requirements

    Want to know more? Apply today and send your resume via LinkedIn to JC del Rosario — let’s explore how this opportunity could be the right fit for your next career move.

     

    What We’re Looking For

     

    + 3+ years of experience

    + Must have prior experience in wealth management, brokerage, or investment advisory.

    + Strong understanding of financial operations (e.g., ACAT, ACH, RMD).

    + Excellent communication and organizational skills.

    + Experience with custodians (Schwab, Fidelity, Pershing); Orion software 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) .