Robert Half Finance & Accounting Client Service Associate with Boutique Financial Planner in Berkeley, California
For immediate consideration, please reply to Jeff.email@example.com with your resume attached. A boutique yet very successful wealth management firm located in downtown in an East Bay city, which provides investment management, financial planning and tax services to over 135 families and individuals and manages over $250 million of client assets, is looking to add an experienced and professional Client Services Associate to the team. Role This role will also allow this person to grow into a more Relationship Manager or Investment Advisory role, if they like.
Provide client service to High Net Worth clients
Handle account openings, transfers, meeting scheduling
Firm handles everything electronically, so it should be someone tech savvy
Hours are 9-5
Doesn't require licenses Benefits
401k and 3% of profit sharing
3 weeks PTO, 1more day + each year up to 4 weeks and 5 sick days
220$ commuter benefits per month For immediate consideration, please reply to Jeff.firstname.lastname@example.org with your resume attached.
Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company once again was named first in our industry on Fortune® magazine's list of "World's Most Admired Companies." (March 1, 2017), and 9 out of 10 of our customers would recommend our service to a colleague.
Apply for this job now or contact our nearest office at 844.539.2523 for additional information.
All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
© 2017 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans
Req ID: 00412-9500777767
Functional Role: Relationship Manager
Postal Code: 94702
Requirements: For immediate consideration, please reply to Jeff.email@example.com with your resume attached. - 1+ years of wealth management client services experience - Excellent communication skills and an ability to critically listen. Positive attitude and experience working in a boutique firm ideal.