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Licensed Client Service Associate

Robert Half San Francisco ,CA
  • Posted: 4 days ago
  • Full-Time
Job Description
Please email Ren at ren.friedman@roberthalf.com with your updated resume or call (415) 434-1900 extension 21262 to be considered for the opportunity below. Exciting opportunity to join a FAST GROWING RIA! Our client is an independent, fee-only, and cutting edge management boutique providing both financial planning and investment management services to individuals and families with AUM of about $450M. You will be working along side the executive team, financial advisors, and client service associates to build and maintain client relationships by providing stellar service.You will sit in meetings with the Lead Advisors, collect data on clients, create financial plans and present to clients. Work with advisors to learn and participate in all aspects of the wealth-management process. Help gather client data and personal and financial goals. Analyze and evaluate client financial documents.

Robert Half

Address

San Francisco, CA
USA

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