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2 results for Operations Associate Established Ria in Palo Alto, CA

Client Service Associate | Established RIA Firm!

Lafayette, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
If you are early in your wealth management journey and want to join an established Wealth Management firm, please message Jennifer Fukumae on LinkedIn for quickest consideration! Jennifer Fukumae with Robert Half is partnering with a highly reputable Wealth Management firm overseeing $70B+ in client assets to identify a Client Service Associate for their growing San Francisco office.This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment.This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services. Key Responsibilities:• Provide daily client service and operational support across a high-net-worth client base• Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients• Open and maintain client accounts, including documentation, ACATS/DTC transfers, billing, and account updates• Manage client transactions including wires, disbursements, trade requests, and account maintenance• Monitor account activity across trades, cash flow, performance, fees, and allocations• Support client communication related to account activity, performance, reporting, and service inquiries• Maintain accurate records and pipeline tracking within Salesforce• Assist with reporting, analysis, and ad hoc client requests
2026-06-10T00:00:00Z

Risk and Insurance Assistant

Santa Clara, CA
onsite
Temporary / Contract
31.6635 - 36.663 USD / Hourly
We are looking for a Risk and Insurance Assistant to support administrative and coordination activities across risk, compliance, and insurance programs in Santa Clara, California. This Long-term Contract position is ideal for someone who can manage multiple processes, maintain accurate records, and work closely with campus partners, insurance representatives, and internal leadership. The role focuses on keeping key programs organized, compliant, and responsive while helping the Risk Management Office operate efficiently. Responsibilities: • Administer daily activities for operational risk programs, including support for driver eligibility reviews and youth protection compliance processes. • Review and process program requests, maintain documentation, and monitor completion of certifications, renewals, and related compliance requirements. • Coordinate training schedules, background screening steps, and required records with internal departments to ensure timely program participation. • Track outstanding compliance items, follow up with stakeholders, and bring policy or eligibility concerns to the attention of risk management leadership. • Manage claims-related administration by organizing intake details, maintaining case documentation, and monitoring status updates across insurance matters. • Act as a point of coordination between campus teams, insurance carriers, and third-party administrators to support clear communication and timely issue resolution. • Assist with insurance program administration by collecting renewal information, preparing supporting materials, and maintaining policy and coverage records. • Help oversee office operations by supporting certificate requests, routing risk-related inquiries, maintaining program files, and guiding student assistants as needed. • Contribute to risk management projects, resource development, and departmental efforts to strengthen procedures and reduce operational exposure.
2026-06-13T00:00:00Z