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Robert Half · 4 days ago

Client Service Manager - Independent Wealth Management Firm

San Jose, CA

Full-time

Onsite

Senior Level

$100K/yr - $150K/yr

7+ years exp

Robert Half is seeking a Client Service Manager for a fast-growing independent wealth management firm. The role involves building and maintaining client relationships, participating in financial planning and investment management, and supporting the executive team and financial advisors.

ConsultingHuman ResourcesRecruitingSecurity

Hiring Manager

Ren Friedman, CPA

Responsibilities

Build and maintain client relationships by providing stellar service

Sit in meetings with the Lead Advisors

Collect data on clients

Create financial plans and present to clients

Work with advisors to learn and participate in all aspects of the wealth-management process

Help gather client data and personal and financial goals

Analyze and evaluate client financial documents

Qualification

RIA/wealth management experienceMicrosoft Office proficiencyCRM software experienceDocument management softwarePortfolio management softwareCustodial platforms experienceExcel skillsParaplanner experience

Required

7+ years of RIA/wealth management experience

Proficiency in Microsoft Office programs

Excellent Excel skills

Preferred

experience with CRM, document management, and portfolio management software

experience working with custodial platforms such as Schwab, Fidelity and TD Ameritrade

Paraplanner experience

Benefits

Free lunches

Encouraging professional development

Great 401K plan

Fantastic PTO policy

Company

Robert Half

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Founded in 1948

Menlo Park, California, USA

10001+ employees