What are the responsibilities and job description for the Client Service Associate - SF position at Robert Half?
**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Client Service AssociateEmployment Type: Full-TimeLocation: San Francisco- HybridComp: $90-$125k Bonus Great Benefits We are partnering with a Wealth Management firm, a Registered Investment Advisor with 12B AUM, provides investment advice to ultra-high net worth families. Responsibilities:Collaborate with the Advisory Group, Investment Department, and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.Collect and organize client data, including personal and financial goals, to support comprehensive planning.Review and analyze client financial documents to assess their current financial position.Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.Support the execution and ongoing monitoring of client financial plans, coordinating efforts with external advisors such as estate attorneys, CPAs, and insurance professionals.
Salary : $90,000 - $125,000
