• Senior Client Services - Wealth Management

    Robert Half Finance & Accounting (San Francisco, CA)


    Description

    Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.

     

    Client Services Associate| Wealth Management| SF Bay Area| Remote

     

    Join a boutique financial advisory firm serving high-net-worth clients, executives, and entrepreneurs. The firm offers comprehensive planning beyond traditional investment management, a collaborative environment, and direct exposure to high-level workstreams. Competitive salary and benefits include 401(k) with 5% match, medical, dental, and vision coverage.

    Responsibilities

    + Serve as first point of contact for clients and prospects, providing prompt, high-touch service

    + Support client meetings, communications, presentations, and transactions

    + Liaise between advisors and middle/back-office teams, including trading, portfolio management, and reporting

    + Place trades across equities, mutual funds, and fixed income using custodial and portfolio platforms

    + Handle administrative tasks, scheduling, meeting logistics, and follow-ups

     

    For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

    Requirements

    + 4+ years in client service at an RIA

    + Experience with Schwab

    + Strong attention to detail, organization, and communication skills

     

    Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.

     

    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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