Robert Half - San Jose, CA
posted 22 days ago
Full-time - Entry Level
San Jose, CA
Administrative and Support Services
About the position
The Client Service Associate position at a wealth management firm in San Jose offers significant growth opportunities and emphasizes excellent client service. The role involves supporting client meetings, maintaining documentation, and ensuring compliance with regulatory standards while processing transactions accurately.
Responsibilities
- Providing excellent service to clients.
- Helping out in client meetings.
- Keeping up-to-date with client documentation.
- Adhering to regulatory rules.
- Processing client transactions accurately and punctually.
- Assisting in web calls and international banking support.
Requirements
- 3+ years experience in wealth management (no exceptions).
- A history of job stability.
- Willingness to work on-site in San Jose.
- Excellent communication and problem-solving skills.
- Familiarity with tools like Fidelity, Schwab, Salesforce, and Microsoft Office suite.
Nice-to-haves
- Series 7 and 65 licenses are a plus, but not necessary.
Benefits
- Medical insurance
- Vision insurance
- Dental insurance
- Life insurance
- Disability insurance
- 401(k) plan
