Client Service Associate - $400M AUM Boutique RIA

Ref ID: 00412-9501694253
Classification: Relationship Manager
Compensation: DOE
For consideration, please submit your resume to: Click Here to Email Your Resum? Our client is a boutique wealth management firm located on the Peninsula. They operate as a family office where they provide wealth management, trust and estate and partnership, corporation and tax planning services to their clients. They are looking for an Associate Advisor to join their team. In this role you will be responsible for all daily trading, portfolio reporting, billing and accounting. You will work alongside the lead advisors to learn their investment philosophy and development of their investment and tax planning portfolios. This is a tremendous opportunity to join a tight knit team that values work life balance and provides excellent benefits.
Keys: 2+ years of financial services experience Familiarity with mutual funds, ETFs, and individual securities Trading and rebalancing software a plus
Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune? magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.
Apply for this job now or contact our nearest office at 844.539.2523 for additional information.
All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
? 2018 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans
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