What are the responsibilities and job description for the Client Service Associate / Manager - Independent Fee Only RIA position at Robert Half?
Our client is an established and rapidly growing Investment Advisory Firm seeking someone interested in developing their skills and advancing their career. With over $1 Billion in assets under management (AUM), we've grown by $400 million in the last three years purely through client referrals.
Our firm offers a unique learning environment, focusing on education and training in FactSet technology, Bloomberg research, Morningstar Direct technologies, and continuous compliance training.
- As a key contributor, you'll receive significant support from our experienced team and specialized training in client relations, portfolio operations, and analysis.
Requirements – client service associate :
