Client Service Associate – fast paced wealth management firm

Robert Half
November 18, 2020
San Francisco, CA
Job Type


Ref ID: 00412-9502750844

Classification: Client Service Associate - fast paced wealth management firm

Compensation: DOE

For more information or an expedited hiring process please send updated resume to Charlie O'Brien at [Click Here to Email Your Resumé]

Our client is searching for a Client Service Associate to serve as a key member of the team by delivering superior client services both externally to clients and interested third parties (i.e. custodians and accountants) as well as internally at the firm.


• Deliver superior client service. Play an important role on small teams assigned to each client account, helping to provide high level of service to firm’s clients, troubleshoot problems, serve as a liaison between team and client as needed

• Key member of the team that handles client and accountant queries and requests, set up custodial accounts, assist client in completing firm and custodian paperwork as needed

• Portfolio cash management – Attend to recurring and ad hoc cash and security transfer requests

• Support investment team as needed – Initiation of trades with various managers and custodians and general support of portfolio and investment strategies

• Manage client information within Portfolio Management and Accounting Software- Reviewing client transactions, activities and alternative investment valuations.

• Coordinate monthly client statements and quarterly management fees

• Interaction with all levels of management in the firm regarding client accounts

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