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Client Support Analyst

Company: Robert Half
Location: San Francisco
Posted on: April 9, 2021

Job Description:

Ref ID: 00890034Classification: Client ServicesCompensation: DOE If you are interested on applying for this position. Please view my Linkedin under Jayvelle Castaneda and email your resume. Our client is a San Francisco based, SEC Registered Investment Adviser (RIA) with over $10 billion under advisement. They serve as fiduciaries, providing customized wealth management and comprehensive investment advisory solutions to private clients, families and foundations. Their client investment portfolios reflect the principles of simplicity, cost-effectiveness and tax-efficiency.This position will be supporting the Client Services Team. This is a perfect way to get your foot in the door at a growing Wealth Management firm here in the Bay Area. This position is due to growth in the firm and will grow into a Client Service Analyst after a couple years.Keys:

  • Bachelor's Degree
  • Motivated self-starter, Deadline Orientated, Multi-task, Organized and excellent attention to detail
  • .5-1 Years Finance/Accounting experience
  • Excellent verbal and written skills
  • Excel Skills (data entry, basic analysis skills)Job Requirements: Sells:
    • Cost of Living Salary increase every year (If SF cost of living goes up 3.2% in 2021, salaries will be raised by that much)
    • Excellent health benefits that includes an HSA with an employer contribution of $1,400
    • Commuter Perks
    • 9 days sick leave, UNLIMITED PTO
    • Great culture. Happy hours, lunches, etc For details on salary and benefits, please view my Linkedin under Jayvelle Castaneda and email your resume. Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs. When you work with us, you're working with the best. Robert Half has been recognized as one of FORTUNE's "Most Admired Companies" every year since 1998 and was No. 1 on Forbes' annual ranking of America's Best Professional Recruiting Firms. Questions? Call your local office at 1.. 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. -- 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ().

Keywords: Robert Half, San Francisco , Client Support Analyst, Accounting, Auditing , San Francisco, California

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