Jobs in the United States

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Added just now
Chef Manager
Compass Group, North America
PRYOR, OK
…industries. As a member of Eurest's leadership and professional support team, you will help our 16,000 chefs, and in-unit associates excel as they deliver world-class meals in corporate…
Added just now
Care Coordinator
Griswold Home Care, Inc
Tulsa, OK
…74145 Relationship: This position reports to the Director of Operations Our Care Coordinators help our community by matching our clients and caregivers together. Working closely with our…
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Senior Director Project Mgmt
Ascension Health
Tulsa, OK
Directs all PMO staffing operations , overseeing hiring, performance evaluations, professional development, and resource allocation.
Added just now
Coding Supervisor
Ascension Health
Tulsa, OK
Schedule: Full time, Day shift
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Associate General Counsel
Saint Francis Health System
Tulsa, OK
Added just now
Merrill Wealth Management Client Associate – Advisor Development Program: Oklahoma Market
Bank of America
Tulsa, OK
The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a…
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Managing Director Generation Construction Management
American Electric Power
Tulsa, OK
…as required. The work team, including technical and clerical support, will be at dispersed locations throughout the AEP system footprint. Significant interfacing and coordination with other…
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Regional VP, Operations & Finance (Regional CFO)
Humana
Oklahoma City, OK
Must reside in or be willing to relocate to Texas, Arkansas or Oklahoma (preferably TX)
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FINANCE MANAGER
Compass Group, North America
Oklahoma City, OK
…the Sr Director of Finance. This role also works closely with operations leadership and the broader finance team. The primary function of this role is to analyze the past and present…
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Patient Safety Associate I (Drug Safety Associate I)
Parexel
Oklahoma City, OK
As a Patient Safety Associate I, you will contribute to a broad range of safety operations, including individual case safety report processing, safety submissions, literature review…
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Senior IT Project Manager Cybersecurity
Humana
Oklahoma City, OK
…domains, such as Identity Security, Threat Management, Security Operations, Product Security, Governance, Risk & Compliance, Network Security, Cloud Security, and Emerging…
Added just now
IT Project Manager Cybersecurity
Humana
Oklahoma City, OK
…domains, such as Identity Security, Threat Management, Security Operations, Product Security, Governance, Risk & Compliance, Network Security, Cloud Security, and Emerging…
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Stars Vendor Performance Lead
Humana
Oklahoma City, OK
…Program Lead works across Clinical Strategy, Quality, Market Operations, Analytics, Care Management, Product, Finance, Network, and Vendor Management teams to drive outcomes, optimize…
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Lead Solutions Architect
Humana
Oklahoma City, OK
…with product, engineering, EA Activation, security, data, and operations, and engaging governance forums to enable Integrated Health across CenterWell and Humana…
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A
Accountant
Aerotek
Oklahoma City, OK
- $19.23 to $26.44 USD / hour
…business needs. The role focuses on managing daily accounting operations, maintaining accurate financial records, and supporting financial reporting for an established business. You will…
Added just now
Lead Insurance Product Manager - Part D/PDP
Humana
Oklahoma City, OK
You’ll bring together Product, Pharmacy, Actuarial, Finance, Regulatory Compliance, Legal, Operations, Marketing, Sales, Digital, member communications and program delivery partners to make…
Added just now
Technology Delivery Owner Senior - SAP S/4HANA
OGE Energy Corp.
Oklahoma City, OK
Perform Level 3 technical support and work independently or with others to troubleshoot and resolve complex problems affecting the SAP platform.
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Electronics Technician II (Travel)
Akima
Oklahoma City, OK
An associate degree in electrical or engineering technology, or completion of equivalent formal technical training courses, is required.
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Facilities Management Director - Binghamton, NY
Compass Group, North America
Oklahoma City, OK
Must have knowledge and expertise in NFPA, TJC, CMS, DNV, EPA, and OSHA codes and regulations and the ability to interpret and implement
Added just now
Facilities Management Director - Wakefield, RI
Compass Group, North America
Oklahoma City, OK
Must have knowledge and expertise in NFPA, TJC, CMS, DNV, EPA, and OSHA codes and regulations and the ability to interpret and implement
Added just now
SNR. DIRECTOR DINING SERVICES - Georgia
Compass Group, North America
Oklahoma City, OK
As the leading foodservice and support services company, Compass Group USA is known for our great people, great service and our great results. If you’ve been hungry and away from home,…
Added just now
Registered Nurse Manager
Veterans Affairs, Veterans Health Administration
Oklahoma City, OK
Selective Service Registration is required for males born after 12/31/1959
Added just now
Lead Diagnostic Radiologic Technologist - Computed Tomography (CT)
Veterans Affairs, Veterans Health Administration
Oklahoma City, OK
Selective Service Registration is required for males born after 12/31/1959
Added just now
Chaplain (Clinical Pastoral Educator) - Incentive Authorized
Veterans Affairs, Veterans Health Administration
Oklahoma City, OK
Selective Service Registration is required for males born after 12/31/1959
Added just now
Chaplain (Clinical Pastoral Educator) - Incentive Authorized
Veterans Affairs, Veterans Health Administration
Oklahoma City, OK
Selective Service Registration is required for males born after 12/31/1959

Robert Half

Private Client Service Associate

San Francisco, CA, United States

$160,000 to $200,000 USD / year

Apply on roberthalf.com About employer

Applications open in a new tab.

Job details

Pay: $160,000 to $200,000 USD / year
Apply by: Dec 18, 2026
Experience: 3+ years of client service, wealth management operations, investment operations, or related financial services experience
Posting language: English
Posted: Nov 12, 2026

Original job description

Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.

✨ Private Client Service Associate 📍 San Francisco, CA (Hybrid, 3 days/week in office) 🏢 Respected Investment Management Firm 💰 Competitive Base + Bonus + Profit Sharing

Are you looking for more than a traditional client service role?

I'm partnering with a well-established and highly regarded investment management firm is seeking a Private Client Service Associate to join its growing private client team. This is an excellent opportunity for a motivated financial services professional who enjoys delivering exceptional client experiences, collaborating across departments, and gaining exposure to a broad range of wealth management and investment operations functions.

You'll serve as a key point of contact for clients while partnering closely with advisors, operations professionals, and firm leadership to help support and strengthen the overall client experience.

What You'll Do

Deliver exceptional service to existing and prospective clients
Support account administration and client onboarding activities
Partner with internal teams to coordinate client requests and deliver solutions
Assist with wealth management and investment operations processes
Maintain accurate records and documentation while handling sensitive information with discretion
Build trusted relationships with clients and colleagues alike
Contribute to process improvements and operational efficiency initiatives
Help ensure a seamless, high-quality client experience at every touchpoint

Why This Opportunity Stands Out ✅ Competitive compensation package with bonus opportunity & Profit-sharing program ✅ Exceptional retirement benefits, including a generous employer contribution ✅ Comprehensive medical, dental, and vision coverage ✅ Exposure to a broad range of wealth management, client service, and investment operations responsibilities ✅ Opportunity to support sophisticated, high-net-worth client relationships ✅ Collaborative, team-oriented culture with outstanding employee tenure ✅ Strong leadership team committed to employee development and long-term career growth ✅ Engaging and supportive workplace culture that values both professional success and team camaraderie

Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.

What We're Looking For

3+ years of client service, wealth management operations, investment operations, or related financial services experience
Experience within an RIA, investment management firm, family office, broker-dealer, or similar environment preferred
Strong communication and relationship-building skills
Exceptional attention to detail and organizational abilities
Ability to manage multiple priorities and deadlines in a fast-paced environment
High level of professionalism, integrity, and discretion when handling confidential information
Self-starter mindset with a proactive approach to problem solving
Technology savvy, with cybersecurity awareness considered a strong plus

If you're a client-focused professional looking to build your career with a respected investment management organization, we'd love to hear from you.

Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.

For fastest consideration, reach out to Anisa Henry via email or LinkedIn.

Apply on roberthalf.com About employer

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Jobs in the United States