Description

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half

Title: Client Services Associate

Location: Mill Valley, Hybrid Schedule (2-3 days)

Salary: $85-$110k Base + Bonus

About the Company: The company is an independent SEC Registered Investment Advisor that is deeply committed to delivering exceptional service to clients and actively engaging with the local community.

Key Responsibilities:

• Work closely with Wealth Advisors to support high net wealth clients.

• Assist in the implementation of day-to-day processes and systems including cash management, account opening and maintenance.

• Coordinate with third parties including custodians, accountants, mortgage and line of credit providers.

• Be attentive to client needs, maintaining accurate notes and records in the CRM.

• Calculate and process client billing and drive efficiency in processes.

  Requirements

Qualifications:

• Bachelor’s degree (preferred), preferably in business, accounting, finance, economics, or related field.

• Minimum of 2 years of experience in investment management and/or financial advisory services.

• Experience with SalesForce, Money Guide Pro, Box, Charles Schwab Custodial Services and Orion portfolio accounting software (preferred).

• Must have excellent written and verbal communication skills, emotional intelligence, personal integrity, and professional initiative.

Unique Selling Points:

• Be part of a company preparing for an exciting rebrand and growth journey.

• Opportunity to work on a hybrid schedule in a supportive and collaborative work environment.

• Rich benefit plans, company 401k match and profit-sharing, and annual VIP music festival tickets and other team outings.

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .