SanFranRecruiter Since 2001
the smart solution for San Francisco jobs

Client Service Analyst - $6B AUM RIA

Company: Robert Half Finance & Accounting
Location: San Mateo
Posted on: February 16, 2020

Job Description:

DescriptionPlease email Ren at ren.friedman@roberthalf.com with your updated resume or call (415) 434-1900 extension 21262 to be considered for the opportunity below.Our client is a $6B independent investment firm with offices in New York, Chicago, Boston and San Francisco. The firm is extremely fast growing, amassed an AUM of $6M after its inception in 2015. It provides investment advice and wealth management services to UHNW individuals, families, and institutions with average client size being $40M.The client service analyst will be a key point of contact for prospective and existing clients and also oversees daily operational work for the team including handling client requests, submitting account paperwork, processing money transfers, helping to rebalance client portfolios, and mastering the custodians web platform together with their forms/documents and transactional or tax reports.RequirementsThe ideal candidate: Must be an excellent communicator and has a very professional present, extreme attention to detail At a minimum, 2+ years of hands on Operations or Client Service experience, but prefer more experience Must have a unique passion for delivering and excellent client experience and high quality workRobert 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 magazines 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. 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/VeteransBy clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.Salary: DOELocation: San Mateo, CADate Posted: February 10, 2020Employment Type: Full-timeJob Reference: 00412-9502451958Staffing Area: Full-Time Accounting u0026 Finance

Keywords: Robert Half Finance & Accounting, San Francisco , Client Service Analyst - $6B AUM RIA, Accounting, Auditing , San Mateo, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Marketing Budget Manager
Description: Are you data-driven We at NetApp believe in the transformative power of data to expand customer touchpoints, to foster greater innovation, and to optimize operations. We are designed for simplicity, (more...)
Company: NetApp
Location: Sunnyvale
Posted on: 02/28/2020

Cash Administrator
Description: Company Description br br Phoenix American Incorporated is made up of a diversified group of companies providing financial services to clients since 1972. Our Financial Services Company is a registered (more...)
Company: Phoenix American Inc
Location: San Rafael
Posted on: 02/28/2020

Senior Accountant
Description: DescriptionWe are seeking a Senior Accountant who can start immediately and work full time This role is temp to hire.Primary Responsibilities: ul li Prepares and records asset, liability, revenue, (more...)
Company: Robert Half Accountemps
Location: San Jose
Posted on: 02/28/2020


Assistant Controller
Description: Company Description br br Our client is a premier company which is rated number one in its space. With 400 ml in revenues this company is an outstanding environment with a very cohesive finance team. (more...)
Company: Burnett Search
Location: Sunnyvale
Posted on: 02/28/2020

Accounting Manager
Description: Company Description br br Phoenix American Incorporated is made up of a diversified group of companies providing financial services to clients since 1972. Our Financial Services Company is a registered (more...)
Company: Phoenix American Inc
Location: San Rafael
Posted on: 02/28/2020

Sr. Manager, Revenue Accounting
Description: It's fun to work in a company where people truly BELIEVE in what they're doing We're committed to bringing passion and customer focus to the business.Company OverviewAt Proofpoint, we have a passion for (more...)
Company: Proofpoint
Location: Sunnyvale
Posted on: 02/28/2020

Fund Accountant
Description: Company Description br br Phoenix American Incorporated is made up of a diversified group of companies providing financial services to clients since 1972. Our Financial Services Company is a registered (more...)
Company: Phoenix American Inc
Location: San Rafael
Posted on: 02/28/2020

Accounts Payable
Description: DescriptionIf you want to join the ranks of a successful company, and are a detail-oriented individual, consider this Accounts Payable Clerk position. You will thrive in this position if you're looking (more...)
Company: Robert Half Accountemps
Location: Stockton
Posted on: 02/28/2020

General Accountant - The Ritz-Carlton, San Francisco - (20024125)
Description: General Accountant At more than 80 award-winning properties worldwide, The Ritz-Carlton Ladies and Gentlemen create experiences so exceptional that long after a guest stays with us, the experience stays (more...)
Company: Marriott International, Inc.
Location: Oakland
Posted on: 02/28/2020

Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney
Description: OverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Gilroy
Posted on: 02/28/2020

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Francisco RSS job feeds