Client Service Associate - $4B+ AUM!
Robert Half
Jennifer Fukumae with Robert Half Financial Services is partnering with an established East Bay RIA managing $4B+ in AUM to hire a Client Service Associate! You will be supporting Wealth Advisors by servicing clients and providing operational and administrative support.ResponsibilitiesProvide day-to-day administrative and operational support to Wealth Advisors.Coordinate new client onboarding and account openings/closures.Prepare custodian and firm documentation for client signatures.Process RMDs, QCDs, ACAT transfers, and client money movements.Maintain accurate client records and organized documentation.Respond to client inquiries via phone and email.Generate performance and ad hoc reports.Support quarterly reporting and portfolio review preparation.Schedule client meetings and manage assigned tasks.
Vacancy posted 3 days ago
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