Client analyst - $900M RIA

Company: Robert Half
Location: San Francisco
Posted on: April 10, 2021

Job Description:

Ref ID: 00891440Classification: Client ServicesCompensation: DOEPlease send your resume to Ren Friedman, CPA via LinkedIn or call extension 21262 to be considered for the opportunity below.Our client is a private, independent, employee-owned investment manager. The firm manages equities, fixed income, private equity and hedge fund portfolios for institutions and advisors worldwide. With offices in 19 countries, the firm is approximately 2,000 professionals and the company was named by Pensions & Investments as a Best Place to Work in Money Management for three consecutive years.The Client analyst will work closely with PM's, our Investment Strategy Group, and Trust company to oversee SF's larger relationships portfolio allocations and ongoing implementation and adherence to their Investment Policy.Responsibilities: --- Regular and proactive contact with high net worth clients and prospects. --- Initiate new account opening process through centralized Private Client Services Team. Perform account maintenance including but not limited to; funds disbursements, name/address changes, gifting securities, ACATS and DTC transfers, cost updates, billing/fees, and entering client directed orders. --- Act as a liaison between Wealth Advisor, Neuberger Berman Portfolio Managers, Asset Management Business Control, Private Client Services and internal and external operational groups. --- Monitor account activity including trades, cash flow, debits, margin, tech shorts, performance, transfers, allocations, fees etc. by utilizing various in house portfolio systems.Job Requirements:The ideal candidate will have Ideally 2+ years of experience working with a high net worth team or platform. Importantly and ideally a candidate that has experience on the analytical side.The ideal candidate: --- Series 7& 66 (will sponsor for 66) --- Minimum of 1+ years' experience in Private Wealth Management working with HNW clients --- Undergraduate degree in Finance, Economics, or related field. --- Ability to take initiative and work with minimal supervisionPerks mean so much to this company and they are very committed to providing amazing benefits for employees and families, free lunches, encouraging detail oriented development, great 401K plan, and fantastic PTO policy. For details on salary, benefits and more detail, Please send your resume to Ren Friedman, CPA via LinkedIn or call extension 21262 to be considered for the opportunity.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 analyst - $900M RIA, Professions , San Francisco, California