<p><strong>Investor Services Specialist – Premier Private Equity Firm</strong></p><p><br></p><p><strong>Interested? Let’s Connect!</strong></p><p>If this opportunity aligns with your background, apply today and send your résumé to <strong>JC del Rosario</strong> via LinkedIn—I’d love to connect and learn more about you.</p><p><br></p><p><strong>About the Role</strong></p><p>A well‑established and highly respected private equity firm is seeking an <strong>Investor Services Specialist</strong> to join their growing team. This role is ideal for someone who thrives in a dynamic environment, enjoys solving problems, and excels at managing multiple priorities with accuracy and confidence. You’ll play a key role in supporting investor operations, communications, data integrity, and process enhancements across the platform while collaborating closely with internal and external partners.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><strong>Investor Reporting</strong></p><ul><li>Prepare and distribute quarterly/annual reports, capital account statements, and other fund‑related financial materials.</li></ul><p><strong>Operations & Communication</strong></p><ul><li>Manage shared inboxes and deliver timely, high‑quality investor communications.</li><li>Support onboarding processes for new funds and investor relationships.</li></ul><p><strong>Data & Systems</strong></p><ul><li>Maintain accurate investor data across CRM and fund accounting platforms.</li><li>Contribute to system upgrades and implementations, including tools such as Investorflow, Allvue, and Sensr.</li></ul><p><strong>Cross‑Functional Collaboration</strong></p><ul><li>Work closely with Investor Relations, Finance, and third‑party consultants on strategic and ad hoc initiatives.</li></ul><p><strong>Compliance</strong></p><ul><li>Coordinate AML/KYC documentation and tax form collection with external service providers.</li></ul><p><strong>Continuous Improvement</strong></p><ul><li>Recommend and implement enhancements to reporting templates, workflows, and the investor portal experience.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive base salary + annual performance bonus</li><li>100% employer‑paid medical, dental, and vision coverage</li><li>Strong retirement contributions and valuable firmwide perks</li><li>Supportive, organized, and hands‑on manager who provides structure and clarity</li><li>Free meals and a highly collaborative, team‑focused culture</li></ul>
<p> </p><p>A leading global private equity firm is seeking an Investor Services Associate to join its San Francisco office. This role supports LP operations, reporting, and investor communications within a highly respected and established investment platform.</p><p> </p><p><strong>Overview</strong></p><p>This position will play a key role in managing investor reporting cycles, capital activity notices, onboarding workflows, and due diligence support. The individual will work closely with Finance and Investor Relations to ensure timely, accurate, and consistent delivery of investor materials and data.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Coordinate quarterly and annual investor reporting packages, including capital statements and performance updates</li><li>Prepare and distribute capital call and distribution notices</li><li>Serve as a point of contact for investor inquiries and ongoing communications</li><li>Maintain and reconcile investor data across CRM and fund accounting systems</li><li>Support DDQs, fundraising requests, and investor data needs</li><li>Contribute to process improvements and system enhancements</li></ul>
<p>We are looking for an experienced VP of Finance and Operations to join a high-growth venture capital firm in San Francisco, California. This innovative organization manages billions across multiple funds and is recognized for its top-tier returns and institutional partnerships. The VP of Finance will play a pivotal role in scaling financial operations, ensuring compliance, and supporting the firm’s ambitious growth strategy in the technology investment sector. This role reports to the Operating Partner and has CFO path potential in 1-2 years' time. </p><p><br></p><p>Responsibilities:</p><p>• Oversee and optimize fund and management company financial operations, ensuring accuracy and efficiency.</p><p>• Collaborate with investor relations and capital formation teams to enhance engagement and reporting.</p><p>• Partner with the investment team to streamline deal execution and coordinate legal processes.</p><p>• Develop and maintain robust operational, compliance, and reporting frameworks.</p><p>• Drive technology and data enablement initiatives to improve decision-making and efficiency.</p><p>• Lead and mentor the finance and operations team, fostering growth and development.</p><p>• Implement scalable systems and processes to support the firm's rapid expansion.</p><p>• Ensure regulatory compliance and maintain strong relationships with institutional investors.</p><p>• Build and sustain a culture of excellence within the finance and operations functions.</p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—happy to connect and learn more about your background.</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p>A leading, long‑established wealth management firm in Palo Alto is seeking a Client Service Associate (CSA) to join its high‑performing, collaborative team. This role is ideal for someone who wants to put down long‑term roots, partner closely with experienced advisors, and thrive in a fast‑paced, client‑focused environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>For decades, this firm has supported high‑net‑worth and ultra‑high‑net‑worth individuals, families, and institutions. With deep Bay Area roots and a commitment to personalized, relationship‑driven guidance, the team delivers highly tailored wealth planning and investment support.</p><p><br></p><p><strong>About the Role</strong></p><p>As a CSA, you will support a portfolio of HNW clients and serve as an essential member of the client service team. You’ll collaborate with advisors, coordinate across internal and external partners, and ensure clients receive exceptional service from onboarding through ongoing relationship management.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Strengthen client relationships by anticipating needs and delivering timely, proactive support</li><li>Lead and manage the end‑to‑end new client onboarding process</li><li>Coordinate with attorneys, accountants, and external client partners</li><li>Support planning initiatives, including equity compensation strategies and estate/legacy planning workflows</li><li>Prepare portfolio reports, research materials, and meeting deliverables</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Clear pathway for long‑term growth within a respected wealth management organization</li><li>Strong mentorship and exposure to sophisticated planning strategies</li><li>Hybrid schedule (onsite Tue/Thu + flexible third day)</li><li>Supportive, people‑first culture where collaboration is highly valued</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary + annual discretionary bonus</li><li>Generous 401(k) match</li><li>Health, dental, and vision coverage</li><li>Parking, commuter benefits, and phone stipend</li><li>Casual dress when not meeting with clients</li><li>Financial support for CFP® or CFA certification</li><li>Free lunch Fridays + fully stocked kitchen</li></ul>
<p><strong>Client Service Associate – Wealth Management</strong></p><p>A rapidly growing Registered Investment Advisory firm is seeking a <strong>Client Service Associate</strong> to join its team. This role is ideal for someone who wants to deepen their expertise in wealth management, work closely with senior advisors, and build a long‑term career in a collaborative, high‑performing environment.</p><p><br></p><p>The firm has grown significantly through client referrals, maintains strong retention, and offers a highly educational workplace with training in industry‑leading technologies such as FactSet, Bloomberg, and Morningstar tools. You will receive hands‑on development in portfolio operations, client service, compliance processes, and performance reporting.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Service Associate, you will play a critical role in delivering a high level of service to sophisticated clients and supporting advisors across all aspects of operations and client management. You’ll be deeply involved in both client‑facing tasks and back‑office responsibilities, ensuring a smooth and accurate client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide high‑touch service to sophisticated clients </li><li>Prepare and process account paperwork, transfers, new accounts, and trade requests in a timely manner </li><li>Assist with client meetings by preparing performance, attribution, and investment reports </li><li>Maintain and organize confidential client documentation, legal and financial records, and correspondence </li><li>Handle ongoing compliance tasks in accordance with firm policies </li><li>Reconcile client portfolio accounts against custodial records to ensure accuracy </li><li>Monitor client emails, prepare meeting notes, and track scheduling and follow‑up items </li><li>Support back‑office reconciliation, portfolio monitoring, and operational processes</li><li>Assist with performance reporting, including contribution and attribution analysis</li><li>Support web‑based client meetings and operational workflows</li><li>Provide assistance with international banking logistics and asset movement</li></ul><p><strong>What Makes This Opportunity Stand Out</strong></p><ul><li>Clear career path with potential advancement into leadership roles</li><li>Low‑turnover environment with strong mentorship and internal development</li><li>Access to industry‑leading technology and ongoing training</li><li>Excellent work‑life balance within a stable and growing firm</li><li>Highly client‑focused culture with strong referral‑based growth</li><li>Firm supports professional designations (e.g., Series 65, CFP)</li></ul>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm | Palo Alto </strong></p><p><strong>Hybrid; 3 Days onsite | $Base + Bonus + Top Tier Perks!</strong></p><p> </p><p>Join a well-established wealth management firm supporting <strong>high-net-worth and ultra-high-net-worth individuals, families, and institutions</strong>. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships.</p><p> </p><p>The role offers a <strong>competitive compensation package with strong benefits</strong>, including a generous 401(k) match, comprehensive health coverage, parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Build trusted relationships with clients and anticipate their needs</li><li>Own the new client onboarding experience from start to finish</li><li>Partner closely with advisors on meaningful planning and investment work</li><li>Collaborate with accountants and attorneys on complex client needs</li><li>Support portfolios, reporting, and client deliverables in a high-volume setting</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Associate</strong></p><p>A highly respected multi‑family office is seeking a <strong>Senior Client Associate</strong> to support ultra‑high‑net‑worth client relationships and partner closely with senior leadership on complex planning and service initiatives. This is an opportunity to join a sophisticated, client‑centric firm that values excellence, collaboration, and long‑term relationship building.</p><p><br></p><p><strong>About the Firm</strong></p><p>This multi‑family office provides comprehensive wealth management services, including investment management, financial and retirement planning, lending strategy, and bespoke family office solutions. The culture is collaborative, innovative, and grounded in delivering exceptional service through deep, multi‑generational client relationships. The team values proactive problem solvers, continuous learners, and professionals who thrive in a high‑touch environment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Senior Client Associate, you will serve as a primary point of contact for designated client relationships and play a critical role in executing complex client requests. You’ll collaborate closely with senior management, partner with internal teams, and help support planning, investment, and family office activities. This role is ideal for someone who enjoys being a trusted resource, solving problems with precision, and contributing to a strong, supportive team culture.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the main contact for client service needs across assigned relationships</li><li>Execute requests with accuracy, urgency, and a high level of professionalism</li><li>Partner with senior leadership on strategic client initiatives and firm-wide projects</li><li>Build strong relationships by understanding client preferences and anticipating needs</li><li>Lead and mentor team members, providing guidance and oversight</li><li>Assist clients and their tax/estate advisors with wealth transfer, philanthropic, and tax-advantaged planning projects</li><li>Maintain strong relationships with clients’ extended professional teams (executive assistants, personal CFOs, chiefs of staff, etc.)</li><li>Work with investment teams on cash deployment, portfolio construction, and transaction support</li><li>Contribute to special internal projects and operational improvements</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Associate / Client Service Associate</strong></p><p>A growing and reputable wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch experience to high‑net‑worth clients. This role blends client service, operational support, relationship management, and light financial planning—perfect for someone who enjoys being client‑facing, detail‑oriented, and an integral part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Associate, you’ll partner closely with financial advisors and serve as a primary point of contact for clients. You’ll assist with onboarding, account maintenance, meeting preparation, and day‑to‑day service needs. The ideal candidate is proactive, professional, and eager to grow within the wealth management field.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a main point of contact for client inquiries and service needs</li><li>Support onboarding, account opening, transfers, and maintenance</li><li>Assist with financial planning data gathering and meeting preparation</li><li>Attend client meetings and help prepare or present supporting materials</li><li>Manage life‑event updates and ensure accurate, up‑to‑date client information</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, deposits, redemptions)</li><li>Handle subscription documents, cash management, and RMD support</li><li>Reconcile daily transactions and account activity for accuracy</li><li>Maintain compliant, organized client records and documentation</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Support internal projects, marketing efforts, and client events</li><li>Provide general administrative support to the advisory team</li><li>Participate in compliance and continuing‑education activities</li></ul><p><br></p><p><strong>Skills & Attributes</strong></p><ul><li>Strong communication and relationship‑building skills</li><li>Highly organized, analytical, and detail‑oriented</li><li>Professional presence with a strong client‑facing demeanor</li><li>Friendly phone manner and strong service orientation</li><li>Self‑motivated, reliable, and adaptable in a fast‑paced environment</li><li>Ability to handle confidential information with discretion</li></ul>
<p>Are you an Associate Financial Advisor or Financial Planning Associate ready to take the next step in your career? This is a unique opportunity to join a high-performing team with a defined path toward building and leading your own book of business.</p><p>Jennifer Fukumae with Robert Half Financial Services is partnering with a well-established, fast-growing Registered Investment Advisory (RIA) firm in the East Bay seeking a motivated Financial Advisor to support a recognized Principal. This role is ideal for an early-career advisor with a solid planning foundation who thrives in a fast-paced environment and values delivering a high-touch, fiduciary client experience.</p><p><strong>Position Overview</strong></p><p>As a Financial Advisor, you will act as a strategic partner in delivering comprehensive wealth management services. You will work directly with clients, contribute to customized financial planning and investment strategy execution, and ensure seamless follow-through on planning initiatives. While you will not initially provide independent investment recommendations, you will quickly become a trusted client contact and play a central role in relationship management and planning execution.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Planning & Advisory Support</strong></p><ul><li>Partner with senior advisors to deliver fiduciary-based wealth management services</li><li>Develop financial plans including retirement projections, cash flow modeling, and long-term strategy development</li><li>Conduct portfolio analysis and support asset allocation and rebalancing efforts</li><li>Attend client meetings, document recommendations, and oversee follow-up execution</li><li>Assist with client onboarding and ongoing relationship development</li></ul><p><strong>Client Relationship Management</strong></p><ul><li>Serve as a primary contact for client inquiries</li><li>Manage proactive and responsive client communications</li><li>Coordinate account openings, asset transfers, and custodial documentation</li><li>Prepare meeting agendas and presentation materials</li></ul><p><strong>Operations & Compliance</strong></p><ul><li>Maintain accurate CRM records (Tamarac preferred)</li><li>Liaise with custodians and third-party partners</li><li>Process account paperwork including openings, transfers, and updates</li><li>Ensure adherence to RIA compliance and regulatory standards</li></ul>
<p>Are you an Associate Financial Advisor or Financial Planning Associate looking for the next step in your career? I have a unique opportunity to join a high-performing team with a structured path to building and leading your own book of business.</p><p> </p><p><strong>Jennifer Fukumae with Robert Half Financial Services Group </strong>is partnering with a well-established, fast-growing Registered Investment Advisory (RIA) firm in the East Bay seeking a motivated and detail-oriented <strong>Financial Advisor</strong> to support a recognized Principal. <strong>This role is ideal for an early-career advisor who has a strong foundation in financial planning, thrives in a fast-paced environment, and values delivering a high-touch, fiduciary client experience.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><p> </p><p><strong>Financial Planning & Advisory Support</strong></p><ul><li>Support senior advisors in delivering comprehensive, fiduciary-based wealth management services</li><li>Develop customized financial plans, including retirement forecasting, cash flow modeling, and long-term planning</li><li>Conduct portfolio analysis and support asset allocation and rebalancing strategies</li><li>Participate in client meetings, take detailed notes, and ensure timely follow-up on action items</li><li>Document planning recommendations and coordinate implementation</li><li>Assist with onboarding new clients and strengthening ongoing relationships</li></ul><p><strong>Client Relationship Management</strong></p><ul><li>Serve as a primary contact for client inquiries and provide high-level service support</li><li>Manage proactive and responsive client communication</li><li>Help coordinate account openings, asset transfers, and custodian paperwork</li><li>Prepare meeting agendas and presentation materials</li></ul>
