Client Services Assoicate

Robert Half - San Jose, CA

Full-time - Mid Level

San Jose, CA

1-10 employees

Administrative and Support Services

About the position

The position involves providing exceptional financial planning and investment management solutions to high-net-worth clients, including families, corporate executives, and business owners. The role focuses on delivering high-quality service, managing client relationships, and ensuring compliance with industry standards while supporting operational processes.

Responsibilities

• Deliver exceptional service to sophisticated clients, addressing their needs and resolving their inquiries
• Execute performance reporting and analyze contribution and attribution effects
• Conduct back-office reconciliation processes to ensure accuracy and efficiency
• Assist in the implementation and monitoring of compliance processes to adhere to industry standards
• Provide support for web-based conference calls to facilitate effective communication
• Offer international banking operational support to cater to our global clientele
• Monitor and rebalance portfolios as needed for optimal performance
• Utilize a variety of computer programs and accounting software systems to perform tasks effectively
• Handle inbound calls, providing information and resolving issues as they arise
• Perform billing functions and claim administration tasks as needed.

Requirements

• 5+ years in experience at an RIA or similar organization with direct experience in interfacing with high net worth private clients
• Licenses such as 65 or 7 are huge plus!
• Ability to handle multiple high status client relationships and maintain organization across teams and customers to ensure effectiveness.

Benefits

• Great benefits
• Family like culture
• Numerous team events