Senior Client Service Associate

For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email.Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients.Key ResponsibilitiesLead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.Monitor team performance, identify opportunities for process improvement, and implement operational best practices.Partner with branch leadership on strategic initiatives, resource planning, and operational execution.Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.Manage branch workflows, priorities, and operational resources to support business objectives.Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.Support hiring, onboarding, coaching, and ongoing development of team members.Assist with budget oversight and branch operational planning.