Private Client Service Associate

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.

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