Robert Half Finance & Accounting Client Service Associate - Wealth Management Firm in San Rafael, California

Please 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. Exciting opportunity to join an independently owned, federally registered investment adviser. Our client is fee only and services includes: portfolio management, wealth management, financial planning, etc. If you are someone who enjoys cultivating relationships, providing wealth management advice, and developing your professional skills, this is the role for you! Client Service Administrator to provide operational support to our wealth advisor team. Under general supervision, the Client Service Administrator performs back office support tasks to open, maintain, and close accounts at multiple custodians. Responsibilities include: ? preparing, processing, tracking and maintaining client paperwork; ? monitoring the progress of the account opening process and working with clients and the custodian to resolve any issues; ? tracking the transfer of assets; ? processing client-related cash management and administrative requests (e.g., check requests, wiring funds, and change of address) ? assisting with client billing; ? updating client information in customer relationship management (CRM) software and portfolio accounting software;

Robert 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 FortuneĀ® magazine's 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.

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Req ID: 00412-9501179833

Functional Role: Relationship Manager

Country: USA

State: CA

City: San Rafael

Postal Code: 94901

Compensation: DOE

Requirements: This is a great opportunity to join a growing firm with a great executive team and mentorship. The ideal candidate: Keys: ? 1+ years in an operational capacity in financial services ? Experience working directly with custodians to open accounts ? Comfort learning new technology Perks mean so much to this company and they are very committed to providing amazing benefits for employees and families, free lunches, encouraging professional development, great 401K plan, and fantastic PTO policy. For details on salary, benefits and more detail, please email your updated resume at ren.friedman@roberthalf.com or call (415) 434-1900 extension 21262.