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Client Service Analyst - $6B AUM RIA

Robert Half Oakland ,CA
  • Expired: March 22, 2020. Applications are no longer accepted.

Please email Ren at with your updated resume or call (415) 434-1900 extension 21262 to be considered for the opportunity below.
Our client is a $6B independent investment firm with offices in New York, Chicago, Boston and San Francisco. The firm is extremely fast growing, amassed an AUM of $6M after it's inception in 2015. It provides investment advice and wealth management services to UHNW individuals, families, and institutions with average client size being $40M.
The client service analyst will be a key point of contact for prospective and existing clients and also oversees daily operational work for the team including handling client requests, submitting account paperwork, processing money transfers, helping to rebalance client portfolios, and mastering the custodian's web platform together with their forms/documents and transactional or tax reports.
The ideal candidate:
Must be an excellent communicator and has a very professional present, extreme attention to detail
At a minimum, 2+ years of hands on Operations or Client Service experience, but prefer more experience
Must have a unique passion for delivering and excellent client experience and high quality work
Robert Half Finance & Accounting matches skilled finance and accounting professoinals in the areas of accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities - fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.
From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work. Our company has appeared on FORTUNE's "Most Admired Companies" list every year since 1998.
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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.
2020 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans
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Salary: DOE
Location: Oakland, CA
Date Posted: April 20, 2020
Employment Type: Full-time
Job Reference: 00412-9502550942
Staffing Area: Full-Time Accounting u0026 Finance

Robert Half


Oakland, CA
94606 USA