Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.
Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued.
Position Overview The Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations. The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus.
Key Responsibilities
- Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.
- Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.
- Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.
- Assist with the preparation of client meeting materials, presentations, and supporting documentation.
- Support account maintenance, documentation, and other administrative processes related to client relationships.
- Identify opportunities to improve internal workflows, procedures, and operational efficiencies.
- Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.
- Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.
- 3+ years of client service, account administration, or investment operations experience, ideally within an RIA, wealth management firm, or investment management environment.
- Familiarity with investment accounts, custodians, mutual funds, and general investment operations.
- Strong technology skills and comfort working with various systems and platforms.
- Knowledge of cybersecurity risks, data protection, and information security best practices is a significant plus.
- Excellent organizational skills with strong attention to detail and accuracy.
- Ability to manage multiple priorities, meet deadlines, and adapt in a fast-paced environment.
- A motivated self-starter who takes ownership of responsibilities and proactively identifies ways to improve processes.
- Demonstrates professionalism, dependability, integrity, and sound judgment when handling confidential information.
- Strong written and verbal communication skills with a client-service-oriented mindset.
Why Consider This Opportunity?
- Join a reputable and established investment advisory firm.
- Hybrid work environment in San Francisco.
- Work alongside a collaborative team in a client-focused organization.
- Opportunity to contribute to both client relationships and operational process improvements.