• Wealth Management Operations - Client Service…

    Robert Half Finance & Accounting (San Francisco, CA)


    Description

    Client Service Specialist – Wealth Management

     

    $80–90K + Bonus + 6% 401(k) Match | San Francisco (Hybrid)

     

    Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a long-established, boutique wealth management firm to hire a Client Service Specialist. This team supports ~700 client families with highly personalized service, and they’re looking for someone who enjoys being the operational backbone of the client experience.

     

    Why This Role?

     

    If you’re detail-oriented, enjoy helping people, and love keeping a fast-moving team organized, this is a great fit. The work is service-focused, operational, and essential to keeping client relationships running smoothly.

     

    What You’ll Do

     

    + Handle day-to-day client requests: money movement, account updates, forms, DocuSign, and follow-ups

    + Coordinate reports and meeting prep with the Client Service team

    + Communicate with clients by phone/email to resolve service questions

    + Work directly with custodians (Schwab, Fidelity, Pershing) to manage paperwork and requests

    + Support account openings, transfers, RMDs, distributions, donations, and cost-basis research

    + Keep CRM and portfolio systems updated and accurate

    + Assist with quarterly reporting and general service workflows

    Requirements

    + 3+ years in wealth management, brokerage, or investment advisory

    + Strong communication skills and a polished, client-first approach

    + Experience with major custodians (Schwab/Fidelity/Pershing)

    + Orion experience is a major plus

    + High attention to detail, reliable follow-through, and comfort juggling multiple requests

    + Tech-savvy with willingness to improve processes and take initiative

     

    Perks & Benefits

     

    + Bonus opportunity

    + 6% 401(k) match

    + Medical, dental, vision

    + 3 weeks PTO + sick time

    + Hybrid schedule (3 days in-office; WFH after training)

     

    If you’d like quick consideration or want to hear about similar opportunities, message Jennifer Fukumae on LinkedIn.

     

    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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