<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a full-time, experienced <strong>Client Service Specialist</strong> to join their growing team. This role is based in <strong>San Francisco</strong> (hybrid, 3 days in-office) with the option to work from the Menlo Park office as needed.</p><p> </p><p><strong>Compensation:</strong> $80,000–$90,000 (DOE) + Bonus + <strong>6% 401(k) match</strong></p><p><strong>Schedule:</strong> Hybrid (3 days in-office), WFH 2 days once trained</p><p> </p><p>This boutique investment advisory firm serves approximately 700 client families and institutions with an average AUM of ~$3M. With more than 85 years in operation, the team delivers sophisticated investment management and active planning across generations of clients.</p><p> </p><p>This position is primarily <strong>back-office/administrative</strong> with some direct interaction via email and phone—not client meetings or investment discussions. Ideal for someone who is operationally strong, detail-oriented, and proactive in improving process and client experience.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Support client relationships by tracking client communications and completing service requests (money movement, account consolidation, access updates, DocuSign preparation, etc.).</li><li>Coordinate with the Client Service team to prepare for client meetings, including reports, data gathering, and CRM updates (Salesforce/eMoney).</li><li>Communicate with clients by phone or email to answer operational questions and resolve administrative issues.</li><li>Initiate and monitor service requests with custodians such as Schwab, Fidelity, or Pershing.</li><li>Assist with account openings, transfers, reregistration, stock option exercises, cost basis research, donations, RMDs, and distributions.</li><li>Maintain accurate records by updating the portfolio accounting system and CRM.</li><li>Contribute to quarterly reporting—production, review, and delivery of client reports.</li><li>Ensure client service procedures are followed and continuously enhanced for efficiency and quality.</li></ul><p><br></p>

<ul><li><strong>3+ years of experience</strong> in wealth management, brokerage, or investment advisory.</li><li>Bachelor’s degree strongly preferred.</li><li>Hands-on experience with custodians such as <strong>Schwab, Fidelity, or Pershing</strong>.</li><li>Experience with <strong>Orion Advisor Technology</strong> is a huge plus.</li><li>Strong interpersonal skills with polished verbal and written communication.</li><li>Ability to handle confidential information with professionalism and discretion.</li><li>Extreme attention to detail and accuracy.</li><li>Ability to manage complex tasks independently with minimal oversight.</li><li>Excel skills and enthusiasm for projects/process improvement are highly valued.</li></ul><p> </p><p><strong>Benefits</strong></p><p>The firm offers a competitive compensation and benefits package including:</p><ul><li>Medical, dental, and vision coverage</li><li>401(k) with <strong>6% match</strong> (after 6 months)</li><li>Three weeks of paid vacation, separate sick time</li><li>Bonus potential</li></ul><p> </p><p> </p><p>For expedited consideration or to have a conversation about other roles in, please send a message to <strong>Jennifer Fukumae</strong> on LinkedIn.</p><p><br></p>

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