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Private Client Service Associate | $120K + Bonus

L4

robert halfMillbrae, CA4 days ago

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund Managers

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Description:
  • Interested? Connect with me on LinkedIn - Mahmoud Adam, CPA - and send me your resume directly!
  • Private Client Service Associate | $100K-$120K + Bonus + Profit Sharing
  • San Francisco | Hybrid
Established Investment Firm | Wealth Management | Excellent BenefitsI'm working on an opportunity with a well-respected investment management firm overseeing individually managed accounts and mutual funds. The firm is looking for a Private Client Service Associate to join its growing Private Client Group. This is an excellent opportunity for someone with a financial services or investment operations background who enjoys building relationships, solving problems, and delivering a high-touch client experience. You'll gain exposure to a broad range of responsibilities, work with advisors across the firm, and build valuable expertise in private client services.
What You'll Do:
  • Support existing and prospective clients with account servicing and day-to-day requests
  • Coordinate new account openings, account maintenance, transfers, cash movements, and other transactions
  • Provide operational support to mutual fund shareholders
  • Prepare client meeting materials, portfolio reports, and follow-up items
  • Coordinate with custodians, transfer agents, advisors, and internal teams
  • Maintain accurate client records and documentation while following compliance procedures
  • Research account discrepancies, resolve processing issues, and escalate exceptions when needed
  • Help improve workflows, procedures, and processes as the team grows
Requirements:
  • Who They're Looking For 3+ years of financial services experience, ideally in client service or operations at an RIA or investment firm
  • Strong understanding of investment accounts, securities, or mutual funds is a plus
  • Excellent communication, organization, and follow-through
  • High attention to detail and the ability to manage multiple priorities
  • Professional, dependable, and comfortable handling confidential client information
  • Strong Microsoft Office skills, especially Excel; Salesforce experience is preferred
  • Tech-savvy, with an awareness of cybersecurity risks and secure information handling
  • Why This Opportunity Stands Out$100K-$120K base + bonus + profit sharing
  • Medical, dental, and vision coverage, with the company paying 88% of premiums for employees and family 401(k) match with potential contributions up to the annual IRS limit of $24,500 (subject to plan terms and eligibility)
  • Join an established firm with strong employee tenure
  • Collaborative culture with a team-oriented approach
  • Broad exposure across the firm's client base and investment platform
  • A work-hard, play-hard environment with company events
  • Convenient San Francisco location with a consistent Tuesday-Thursday in-office schedule
  • Reach out to Mahmoud Adam, CPA, on LinkedIn and send me your resume directly!
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.© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy).
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Level

MidL4

Location

Millbrae, CA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

4 days ago

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