<p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Financial Services</strong> is partnering with an established East Bay RIA managing <strong>$4B+ in AUM</strong> to hire a Client Service Associate! You will be supporting Wealth Advisors by servicing clients and providing operational and administrative support.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to Wealth Advisors.</li><li>Coordinate new client onboarding and account openings/closures.</li><li>Prepare custodian and firm documentation for client signatures.</li><li>Process RMDs, QCDs, ACAT transfers, and client money movements.</li><li>Maintain accurate client records and organized documentation.</li><li>Respond to client inquiries via phone and email.</li><li>Generate performance and ad hoc reports.</li><li>Support quarterly reporting and portfolio review preparation.</li><li>Schedule client meetings and manage assigned tasks.</li></ul><p><br></p>

<p><br></p><ul><li>Bachelor’s degree.</li><li>7+ years in client service or operations within an SEC-registered adviser or similar.</li><li>Strong project management with ability to manage multiple initiatives.</li><li>Excellent communication, analytical, and organizational skills.</li></ul><p> </p><p><strong>Amazing Perks for Benefits!</strong></p><ul><li>Medical, Dental, Vision: 100% employer-paid coverage</li><li>401K Plan</li><li>Holiday Office Closure: All major holidays and Christmas week!</li><li>PTO - 3 weeks </li><li>Flexible work environment</li></ul><p> </p><p><strong>If you are interested in learning more about the firm and team, please send Jennifer Fukumae a message on LinkedIn to schedule a conversation!</strong></p>

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