Relationship Manager - 2 Days onsite

DescriptionReach out to Michelle Espejo via email or LinkedIn for additional information or questions.Relationship Manager | Wealth Management | San Carlos| Hybrid; 2 Days onsite Join a boutique wealth management firm known for personalized advice and long-term relationships with high-net-worth families. You’ll be part of a collaborative, client-first team that combines high-touch service with sophisticated investment expertise.The firm offers a flexible hybrid schedule and supports ongoing education and credential growth.ResponsibilitiesServe as a key contact for clients, anticipating needs and delivering thoughtful serviceLead and refine the onboarding process for new clientsSupport financial planning and meeting preparationOpen and service accounts across custodial platformsCoordinate with custodians, CPAs, and attorneysManage cashiering, client records, and CRM updatesAssist clients with platform access and account navigationFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.RequirementsBachelor’s degree3-6+ years in an RIA, brokerage, or family officeFamiliarity with Fidelity, Schwab, Orion, or Redtail a plusStrong attention to detail and problem-solving skillsPolished communication and ability to manage multiple prioritiesInterested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.Job typePerm