<p><strong>Client Relationship Associate– Growing RIA | San Ramon | Onsite Day</strong></p><p>Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a well-established and expanding RIA in San Ramon that is seeking a <strong>Client Relationship Associate</strong> to support their advisory and investment teams.</p><p>This is a great opportunity for someone who thrives in a <strong>fast-paced, detail-driven environment</strong>, enjoys working behind the scenes to keep operations running smoothly, and wants to be part of a firm that offers <strong>strong mentorship and long-term stability</strong>.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Act as the <strong>central hub for trade execution</strong>, processing advisor-submitted requests with accuracy and speed</li><li>Manage and execute <strong>40–80 trades daily</strong> across platforms such as <strong>Schwab and Fidelity</strong></li><li>Ensure <strong>data accuracy and clean trade entry</strong> across all transactions</li><li>Collaborate directly with custodians’ trading desks to <strong>resolve discrepancies and execution issues</strong></li><li>Monitor daily trading activity and <strong>escalate any operational or risk-related concerns</strong></li><li>Partner with the investment team on <strong>reporting, ad hoc analysis, and process improvements</strong></li><li>Help enhance and streamline trading workflows as the firm continues to scale</li></ul><p><br></p>

<ul><li>Bachelor’s degree required</li><li>1+ year of experience in a <strong>financial services, operations, or data-focused role in Wealth Management</strong></li><li>Strong attention to detail and comfort working with <strong>high-volume, time-sensitive tasks</strong></li><li>Highly dependable with the ability to <strong>work independently in a structured trading schedule</strong></li><li>Familiarity with <strong>custodial platforms (Schwab, Fidelity)</strong> is a plus</li><li>Strong organizational skills and a mindset focused on <strong>precision and accountability</strong></li></ul><p> </p><p><strong>Why This Role</strong></p><ul><li>Join a <strong>30-year established firm</strong> that is still actively growing</li><li>Work in a team that emphasizes <strong>mentorship and professional development</strong></li><li>Gain exposure to <strong>trading operations within a true RIA environment</strong></li><li>Structured early schedule (6:30am–2:30pm) for strong work-life balance</li><li>Opportunity to build a foundation in <strong>investment operations and trading execution</strong></li></ul><p> </p><p><strong>Compensation &amp; Benefits</strong></p><ul><li>Medical, dental, and vision coverage</li><li>401(k) with <strong>3% employer match</strong></li><li>PTO starting at 13 days (growing to 18 days with tenure) plus standard holidays</li><li>Stable, long-term environment with a <strong>supportive and experienced team</strong></li></ul><p> </p><p>If you’re looking to build a career in trading or investment operations within a <strong>well-established, mentorship-driven RIA</strong>, this is a strong opportunity to grow your foundation.</p><p>Apply today and connect with Jennifer Fukumae on LinkedIn for fastest consideration.</p>

<p>Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.</p> <p>Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s <a href="https://www.roberthalf.com/us/en/terms">Terms of Use</a> and <a href="https://www.roberthalf.com/us/en/privacy">Privacy Notice</a>.</p>