Client Services & Operations Associate
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Operations Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients. The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits. ResponsibilitiesServe as a primary contact for client service and account maintenanceSupport account openings, transfers, money movement, and other client requestsCoordinate client meetings and ongoing advisor outreachPrepare and process client paperwork while maintaining accurate CRM recordsCommunicate with clients, custodians, and internal teams to ensure timely resolution of requestsMonitor account activity and follow up on outstanding documentationSupport workflow improvements, operational initiatives, and special projectsFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.1-3+ year of client service or operations experience in wealth management, ideally at an RIAProficiency with Schwab advisor center is idealProficiency in Microsoft Office; CRM experience and an interest in technology and process improvement are a plusExperience supporting account servicing and client documentationStrong communication, organization, and attention to detailProactive, dependable, and client-focusedComfortable managing multiple priorities in a fast-paced environmentBachelor's degree in Business, Finance, Accounting, Economics, or a related field preferredInterested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice.