What are the responsibilities and job description for the Client Services Associate at SF Based RIA position at Robert Half?
*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. At our client, financial planning is a true partnership. They work closely with clients to create customized solutions that evolve over time, blending innovation with ethical practices. As they expand, they’re looking for passionate professionals to join their supportive, growth-driven team. This is an exciting opportunity to join a firm offering a competitive compensation package, and ample opportunities for professional growth. The company prioritizes promoting from within and encourages continuous learning with monthly educational events and weekly team meetings. The supportive, team-oriented culture also offers exposure to a diverse client base, making it an ideal environment for those eager to contribute to a dynamic, mission-driven team. Responsibilities:Serve as the first point of contact for client inquiries via phone and emailManage client schedules and ensure appointments are confirmed or rescheduledMaintain client records and process account transactionsAssist with daily account activities, including ACHs, wires, and transfersPrepare the office and conference rooms for client meetingsCollaborate with marketing on client milestones and personalized touch pointsRepresent the firm at client events throughout the year*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Salary : $70,000 - $85,000
