This job is closed
We regret to inform you that the job you were interested in has been closed. Although this specific position is no longer available, we encourage you to continue exploring other opportunities on our job board.
Robert Half - San Jose, CA
posted 2 months ago
About the position
The Wealth Management Client Service Associate role at Robert Half involves providing exceptional service to sophisticated clients within a rapidly growing investment advisory firm. The position emphasizes client relationship management, regulatory compliance, and operational support, ensuring a high level of client satisfaction and retention. The firm is known for its commitment to professional development and technological innovation, making it an ideal environment for career advancement in the financial sector.
Responsibilities
- Deliver exceptional service to sophisticated clients.
- Process paperwork for new accounts, closures, and transfers for both new and existing clients.
- Support client meetings with performance reports and investment information.
- Maintain and manage comprehensive client documentation.
- Ensure adherence to regulatory compliance as outlined in the firm's compliance manual.
- Provide regular updates on pipeline progress and client portfolio needs.
- Ensure timely processing of client transactions and maintain accuracy of client portfolios, reconciling with custodial records.
- Assist with web-based conference calls and provide international banking operational support.
- Aid in the implementation and monitoring of compliance processes.
Requirements
- 5+ years of wealth management experience
- Must have great tenure at previous jobs - no job hoppers
- Must be comfortable with 5x ONSITE in San Jose
- Strong communication, analytical, and problem-solving skills
- Ability to multitask effectively in a dynamic work environment
- Familiarity with Fidelity and Schwab custodial platforms
- Proficiency in Salesforce and Microsoft Office Suite (Excel, Word, and PowerPoint)
- Excellent attention to detail and a sense of urgency
- Series 7 and 65 licenses are a plus
Nice-to-haves
- Series 7 and 65 licenses are a plus
Benefits
- Medical insurance
- Vision insurance
- Dental insurance
- Life insurance
- Disability insurance
- 401(k) plan
