What are the responsibilities and job description for the Client Service Manager - RIA in SF position at Robert Half?
Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Client Services Manager/Director at a Wealth Management Firm. This is a full-time permanent role based in San Francisco with a Hybrid schedule. Our client, a respected SEC-registered RIA managing ~$2 billion in assets, is seeking a Client Service Manager to lead a high-performing team in a collaborative, fast-paced environment. This role offers a comprehensive benefits package, including fully paid healthcare, 401(k) with generous contributions, paid lunches, a gym stipend, and the potential for equity after three years. The firm fosters a culture of innovation, internal growth, and exceptional client service. Responsibilities:Lead and mentor a team of four Client Service professionalsOversee transactions, ensuring accuracy and complianceCoordinate with custodians and third-party data providersOptimize resources and support advisors across locationsImprove workflows for onboarding, account maintenance, and investments*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Salary : $100,000 - $160,000
