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Client Service Associate- Fast Growing Wealth Management

Company: Robert Half Finance & Accounting
Location: San Francisco
Posted on: November 22, 2021

Job Description:

Description HOT NEW JOB!!! IF YOU ARE INTERESTED AND FOR PROMPT REPLY, PLEASE EMAIL YOUR RESUME TO MY LINKEDIN AT JAYVELLE CASTANEDA. THANK YOU!! CLIENT: Our client is a fast-growing successful wealth management and bank services. OVERVIEW:+ Reporting to the Director of Client Service, the Client Service Advisory Lead will directly support one or more Wealth Advisors by being their main point of contact for activities including onboarding new clients, day to day client service needs and sales support. As a senior member of the client service team, the role will also include ongoing training of junior team members. This role may or may not include management of exempt and/or non-exempt employees.+ The Wealth Advisory business is an SEC Registered Investment Adviser providing comprehensive wealth management and investment advisory services to high-net worth individuals, families, foundations, and institutions. Requirements Qualifications+ Education and Experience:+ Bachelor's Degree required or commensurate business experience with a minimum of 5-6 years within financial services in a role involving 5+ years of regular client interaction. Outstanding interpersonal skills and ability to work across all levels and functions in an organization to drive for results. Ability to multi-task and work with different business groups and operational platforms under minimal supervision in a high production, client focused environment. The individual should have strong organizational skills, be detail oriented, and have the capability to quickly and independently assesses and resolve complex problems. Supervisory experience preferred but not required. Must have strong computer skills and demonstrate proficiency or quickly become proficient in all operating systems used within the business.FOR DETAILS OF THE FIRM, SALARY AND BENEFITS, PLEASE EMAIL YOUR RESUME TO MY LINKEDIN AT JAYVELLE CASTANEDA. THANK YOU!! 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 puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.Questions? Call your local office at 1.888.490.5461. 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.-- 2021 Robert Half. 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 Finance & Accounting, San Francisco , Client Service Associate- Fast Growing Wealth Management, Executive , San Francisco, California

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