Client Service Associate – Wealth Management

Job Listing No: 9740000

Client Service Associate – Wealth Management

Robert Half – Redwood City, CA – Ref ID: 00412-9501124615 Classification: Account Executive/Staffing Manager Compensation: DOE For more information and consideration please call Matt Schmidt at 415-434-1900 or email Our client, a boutique wealth management practice is looking for a client service associate who has aspirations to pursue a CFP. The firm provides customized strategies for its clientele across a diverse array of asset classes. The Client Services Associate will provide high touch and customized service to the investment firms high net-worth investors. More specifically, -Utilize your strong communication skills to assist clientele with setting up of new accounts; including, coordinating initial and ongoing funding and income distributions from investments. -Utilize your interpersonal skills to be the strategic liaison between portfolio managers and clients, relaying strategic information in regards to portfolio performance, market and political risk. -Utilize your project management experience to as… – Permanent – Full-time

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