Client Service Analyst - $6B AUM RIA


San Mateo, CA

Date Posted:

June 7, 2019

Employment Type:


Job Reference:


Staffing Area:


Please email Ren at [email protected] with your updated resume or call (415) 434-1900 extension 21262 to be considered for the opportunity below.

Our client is a $6B independent investment firm with offices in New York, Chicago, Boston and San Francisco. The firm is extremely fast growing, amassed an AUM of $6M after it’s inception in 2015. It provides investment advice and wealth management services to UHNW individuals, families, and institutions with average client size being $40M.

The client service analyst will be a key point of contact for prospective and existing clients and also oversees daily operational work for the team including handling client requests, submitting account paperwork, processing money transfers, helping to rebalance client portfolios, and mastering the custodian’s web platform together with their forms/documents and transactional or tax reports.
The ideal candidate:
• Must be an excellent communicator and has a very professional present, extreme attention to detail
• At a minimum, 2+ years of hands on Operations or Client Service experience, but prefer more experience
• Must have a unique passion for delivering and excellent client experience and high quality work

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 Fortune® 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.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

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