Robert Half Finance & Accounting Client Associate, Wealth Management in San Francisco, California

Please email Ren Friedman at with your updated resume or call (415) 434-1900 extension 21262 to be considered for the opportunity below. Our client is a private, independent, employee-owned investment firm with offices across the globe. The firm manages equities, fixed income, private equity and hedge fund portfolios for institutions and advisors worldwide. The firm is dedicated to providing the best experience for its employees and was voted as the Best Place to Work for three consecutive years. The role entails providing administrative and client servicing support to Wealth Management Sales Team with five members and approximately $800 million in assets under management.. Additional duties including opening client accounts and assist clients with required documentation, regular and proactive contact with clients and prospects regarding; new account documents, LOA's, account updates, checks and wires, transfers, statement inquiries, research and fees.

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 FortuneĀ® 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.

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Req ID: 00412-9500771633

Functional Role: Account Executive/Staffing Manager

Country: USA

State: CA

City: San Francisco

Postal Code: 94111

Compensation: DOE

Requirements: Ideal candidate MUST have Series 7 and the firm is willing to sponsor for Series 66. The firm is looking for someone with an undergraduate degree with 2+ years of experience plus the ability to take initiative and working with minimal supervision, should possess an interest in the financial markets and be energized by the possibility of contributing within a highly skilled team environment Perks mean so much to this firm and they are very committed to helping employees grow (as evident by the Best Place to Work designation). The firm performs at a high level, while respecting teammates lives outside of work. For details on salary, benefits and more detail, please email your updated resume at or call (415) 434-1900 extension 21262 .