15 results for Client Service Associate Wealth Management in Mill Valley Ca
Client Service Associate - Wealth Mangement Firm<p><strong>Please contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity.</strong></p><p> </p><p><strong>Job Posting: </strong>Client Service Associate</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>San Jose, 100% onsite</p><p><strong>Comp</strong>: $88-120k + Bonus</p><p> </p><p> </p><p>Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We’re seeking a driven and detail-oriented <strong>Client Service Advisor</strong> to join this dynamic team!</p><p> </p><p>This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers competitive compensation. Join a collaborative team where your skills will make a direct impact on clients' success and the firm's continued growth.</p><p> </p><p>If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we want to hear from you! <strong>Apply now</strong> to take the next step in your career.</p><p> </p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Generate performance reporting and analyze effects of contribution and attribution.</li><li>Assist with implementing back office reconciliation processes.</li><li>Provide a high level of customer support to high net worth individuals.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in bank operations (web calls) and international banking support.</li></ul><p><br></p>Client Service Associate<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Client Service Associate</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>Los Gatos, CA (on-site to start, then hybrid option)</p><p><strong>Comp</strong>: $60-90k base salary + bonus (DOE)</p><p> </p><p>We are partnering with a Wealth Management and Financial Planning firm located in Los Gatos. This firm is thriving with 500mAUM and this is just the beginning! If you are personable and looking to jump start your career helping high net-worth individuals, enjoy work-life balance, and aren't afraid to ask questions and learn, apply today!</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Assist Senior Client Service Associates with managing clients and answering inquiries in a timely manner.</li><li>Assist with banking procedures such as, account openings, wire transfers, and account maintenance. </li><li>Ensure client's documentation are kept up to date.</li><li>Communicate and build rapport with clients and offer client solutions when appropriate.</li></ul><p><br></p>Client Service Associate/Trader<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Client Service Associate/Trader</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location:</strong> East Bay</p><p><strong>Comp: </strong>$115-$130k</p><p> </p><p>A Wealth Management Firm managing around 6 million in assets, located in the East Bay is looking for an experience Client Service Associate to join their team. This firm provides excellent opportunities for career advancement. If you're eager to make a difference, apply now and contribute to ongoing success!</p><p> </p><p>Job Duties:</p><ul><li>Prepare and maintain spreadsheets detailing potential and current client portfolios.</li><li>Execute client trades with precision and accuracy.</li><li>Rebalance client portfolios.</li><li>Generate and review detailed client's portfolio.</li><li>Handle client money movement requests in a timely manner.</li></ul><p><br></p>Associate Director of Operations, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title:</strong></p><p>Associate Director of Operations</p><p> </p><p><strong>Location:</strong></p><p>San Francisco, CA (hybrid) </p><p> </p><p><strong>Salary:</strong></p><p>130k-150k base + bonus </p><p> </p><p><strong>About the Company:</strong></p><p>A dynamic and fast-paced SEC-registered Registered Investment Advisor (RIA) with approximately $1+ billion in assets under management. </p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage, train, and support a team of four Client Service professionals, working collaboratively with the Investment Operations team to meet clients' needs.</li><li>Coordinate with multiple custodians and external data providers, ensuring smooth workflows.</li><li>Allocate team resources effectively while reviewing Advisor requests across multiple locations.</li><li>Oversee daily, monthly, quarterly, and annual processes, including transactions, ensuring accuracy, timeliness, and compliance with regulatory requirements.</li><li>Assist the Director of Operations in refining and implementing processes related to client onboarding, client maintenance, CRM/workflows, and transaction reconciliation for new and existing investments.</li><li>Collaborate with the Reporting team to provide accurate client data and transaction details within established deadlines.</li></ul><p> </p><p><br></p>Associate Financial Planner<p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Join a fast-growing RIA dedicated to exceptional client satisfaction and team growth! Their vibrant culture fosters lifelong partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a 401(k) plan, a lifestyle stipend, and a united, supportive team.</p><p><br></p><p>Responsibilities:</p><ul><li>Assist Lead Advisors in delivering exceptional client service.</li><li>Act as the primary point of contact for all client communications.</li><li>Ensure timely and comprehensive responses in collaboration with the Lead Advisor.</li><li>Track task progress and follow up on outstanding action items.</li><li>Proactively address client issues and concerns to ensure satisfaction.</li><li>Understand client expectations and preferences to advocate effectively.</li><li>Work with internal teams to enhance client service processes and workflows.</li><li>Manage client relationships, including preparing meeting materials and providing ongoing support.</li></ul><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p>Client Analyst<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: Client Analyst/Associate </strong></p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>San Francisco - Hybrid</p><p><strong>Comp</strong>: $90-125k</p><p><br></p><p>We are partnering with a Wealth Management firm, a Registered Investment Advisor with 12B+ AUM, provides investment advice to ultra-high net worth families.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Collaborate with the Advisory Group, Investment Department, and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li><li>Support the execution and ongoing monitoring of client financial plans, coordinating efforts with external advisors such as estate attorneys, CPAs, and insurance professionals.</li></ul><p><br></p>Associate Financial Advisor/Planner, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Associate Financial Advisor/Planner</p><p>Location: San Francisco; Hybrid (3 days in)</p><p>Salary: $90-115k + Bonus (10-20%, depending on firm performance)</p><p> </p><p>About the Company: This organization is a dedicated Registered Investment Advisor (RIA). The company places great emphasis on fostering a learning culture, education, and showing a commitment to the best interests of its clients and team.</p><p> </p><p>Key Responsibilities:</p><ul><li>Support two lead advisors in all client communications.</li><li>Monitor and follow up on client tasks and action items.</li><li>Address and resolve client issues and concerns proactively.</li><li>Develop thorough understanding of each client’s expectations and preferences.</li><li>Manage client relationships, including preparation of materials for meetings.</li></ul><p><br></p>Associate Investor Relations, Investment Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title:</strong></p><p>Investor Relations, Associate</p><p> </p><p><strong>Location:</strong></p><p>San Francisco, CA (Presidio office; 1-3 days in-office depending on schedule)</p><p> </p><p><strong>Salary:</strong></p><p>$110,000 - $140,000 (flexible depending on experience) + bonus</p><p> </p><p><strong>About the Company:</strong></p><p>This investment firm specializes in non-correlated assets, offering unique opportunities beyond traditional asset classes.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage the investor relations mailbox, providing a high level of service to Limited Partners (LPs).</li><li>Maintain precise records in the Customer Relationship Management (CRM) system.</li><li>Handle LP account maintenance, including transfers, overdue capital calls, and contact updates.</li><li>Assist with the preparation and distribution of materials for investors, such as quarterly letters.</li><li>Support the fundraising process by managing data rooms, distributing and processing subscription documents, and ensuring CRM accuracy.</li><li>Contribute to special projects and initiatives, including annual meetings, compliance, co-investments, and business development tasks.</li><li>Provide administrative support across all areas of the business, ensuring operations run smoothly.</li></ul><p> </p><p><br></p>Senior Advisor Associate - Financial Planning, CFP<p><strong><u>**Please apply here and message Jeffrey Abrams on LinkedIn for prompt consideration**</u></strong></p><p><br></p><p>Our client is a family friendly independent registered investment advisory firm based in Marin County and San Francisco, with a commitment to a fiduciary business model. They serve clients across multiple states with a focus on comprehensive financial strategies tailored to individual needs. The collective team includes over 300 employees operating from multiple offices.</p><p><br></p><p>As the Senior Advisor Associate, you will provide support for Lead and Service Advisors, including financial modeling, analysis, and research, as well as client meeting assistance and data management.</p><p><br></p><p>Responsibilities:</p><ul><li>Assist in client meeting preparation, note-taking, and follow-up actions.</li><li>Gather and input data into clients' financial plans.</li><li>Prepare recommendations, analyses, and reports for clients.</li><li>Conduct research on financial topics.</li><li>Collaborate with the Advisory Team to develop strategies and improve processes.</li><li>Contribute to presentation development and content creation.</li><li>Engage in continuing education and mentorship.</li></ul><p><br></p>Trading Operations Associate - Wealth Management Firm<p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p><p><br></p><p>Our client is a <strong>$1 billion AUM wealth management firm</strong> in the East Bay, dedicated to providing <strong>comprehensive financial planning and investment management services</strong> to high-net-worth clients. They foster <strong>career growth, value teamwork, and offer highly competitive benefits</strong> to their employees.</p><p><br></p><p>Responsibilities:</p><ul><li>Build and maintain spreadsheets tracking client portfolios</li><li>Generate portfolio analysis and performance reports</li><li>Rebalance client portfolios to align with target allocations</li><li>Execute trades with accuracy and efficiency</li><li>Prepare and conduct block trades</li><li>Perform account and position audits</li><li>Process money movement transactions for clients</li><li>Prepare and review client portfolio reports</li></ul><p>Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>Investor Relations, Associate<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title:</strong></p><p>Investor Relations, Associate</p><p> </p><p><strong>Location:</strong></p><p>San Francisco, CA (Presidio office; 1-3 days in-office depending on schedule)</p><p> </p><p><strong>Salary:</strong></p><p>$110,000 - $140,000 (flexible depending on experience) + bonus</p><p> </p><p><strong>About the Company:</strong></p><p>This investment firm specializes in non-correlated assets, offering unique opportunities beyond traditional asset classes.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage the investor relations mailbox, providing a high level of service to Limited Partners (LPs).</li><li>Maintain precise records in the Customer Relationship Management (CRM) system.</li><li>Handle LP account maintenance, including transfers, overdue capital calls, and contact updates.</li><li>Assist with the preparation and distribution of materials for investors, such as quarterly letters.</li><li>Support the fundraising process by managing data rooms, distributing and processing subscription documents, and ensuring CRM accuracy.</li><li>Contribute to special projects and initiatives, including annual meetings, compliance, co-investments, and business development tasks.</li><li>Provide administrative support across all areas of the business, ensuring operations run smoothly.</li></ul><p> </p><p><br></p>Associate Financial Advisory/Planner<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Associate Financial Advisor/Planner</p><p>Location: San Francisco; Hybrid (3 days in)</p><p>Salary: $90-115k + Bonus (10-20%, depending on firm performance)</p><p> </p><p>About the Company: This organization is a dedicated Registered Investment Advisor (RIA). The company places great emphasis on fostering a learning culture, education, and showing a commitment to the best interests of its clients and team.</p><p> </p><p>Key Responsibilities:</p><ul><li>Support two lead advisors in all client communications.</li><li>Monitor and follow up on client tasks and action items.</li><li>Address and resolve client issues and concerns proactively.</li><li>Develop thorough understanding of each client’s expectations and preferences.</li><li>Manage client relationships, including preparation of materials for meetings.</li></ul><p> </p><p><br></p>Finance Associate - Venture Capital<p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Our client, a <strong>San Francisco-based venture capital firm</strong>, invests in blockchain, crypto, and fintech, blending startup innovation with institutional expertise.</p><p> </p><p>As a Finance Associate, you’ll work closely with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio company engagement. This dynamic role offers growth, autonomy, and the chance to shape the future of finance and technology.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>Start Date is flexible</strong></p><p><br></p><p><strong>Reach out to <u>Michelle Espejo via LinkedIn or email</u> for immediate consideration and additional info. </strong></p>Investor Relations Associate at Thriving Private Equity Firm<p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p><p><br></p><p>Our client is a ~<strong>$2 billion AUM investment firm</strong> specializing in niche assets<strong>.</strong> With a hands-on investment approach, they actively manage their portfolio companies, creating a dynamic and engaging work environment.</p><p> </p><p>The firm offers <strong>hybrid work flexibility with plenty of WFH days, competitive compensation with a generous bonus, </strong>and<strong> 100% employer-paid medical, dental, and vision benefits</strong>, along with exposure to unique asset classes beyond traditional markets.</p><p> </p><p>This position works closely with the Investor Relations Director and internal teams to support fund operations, investor communications, and capital management. Responsibilities include:</p><ul><li>Managing LP account maintenance, including transfers, overdue capital calls, and investor record updates</li><li>Assisting in investor communications, such as preparing and distributing quarterly letters</li><li>Supporting fundraising efforts by managing data rooms, handling subscription documents, and maintaining CRM records</li><li>Overseeing investor-facing processes, including annual meetings, compliance, business development, and co-investments</li><li>Ensuring CRM data accuracy for seamless investor interactions</li></ul><p>Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>Entry Level Accounts Payable Clerk<p>Robert Half is thrilled to announce an exciting opportunity for an <strong>Entry-Level AP Clerk </strong>to join our <strong>client in Livermore, CA! </strong>Are you ready to join a driven team of professionals and grow your career with a <strong>prestigious and reputable organization</strong>? This is your chance to gain hands-on experience, sharpen your accounting skills, and be part of something remarkable.</p><p><br></p><p><strong>Don’t wait!</strong> Let’s connect today. Message me on <strong>LinkedIn</strong> (Sadaf Ahmadi) to learn more and kick-start your next career move!</p><p> </p><p><strong>What You’ll Do</strong>:</p><ul><li><strong>Financial Recordkeeping</strong>: Assist in maintaining accurate and up-to-date financial records.</li><li><strong>Accounts Payable/Receivable</strong>: Process invoices, payments, and collections.</li><li><strong>Bank Reconciliations</strong>: Reconcile bank statements to ensure accuracy.</li><li><strong>Data Entry</strong>: Input financial transactions into accounting software.</li><li><strong>Reporting</strong>: Prepare basic financial reports and summaries for management.</li><li><strong>Support Senior Accountants</strong>: Assist with audits, month-end close processes, and other accounting projects.</li><li><strong>Compliance</strong>: Ensure adherence to company policies and accounting standards.</li></ul><p><br></p>