Robert Half Finance & Accounting Global Wealth Manager-Boutique Team in SF-Client Associate in san francisco, California
For immediate consideration, please email your resume to firstname.lastname@example.org. One of the nation's leading providers of comprehensive financial management for institutions, not-for-profits, high net worth individuals and their families is hiring a Client Analyst for their team! As a subsidiary of one of the top globally recognized firms, this unique partnership has allowed them to offer a wide range of financial services while maintaining a high level of customized service to each client. The team provides a variety of investment advisory, portfolio management and trading/account services directly to clients, and is a resource for Advisors and practice leaders. RESPONSIBILITIES
Provide comprehensive analysis and support for client accounts.
Facilitate the execution of transactions via Service Trading Teams in accordance with client and Advisor instructions and consistent with internal policies and procedures.
Determine and recommend solutions to meet client needs and/or resolve issues surrounding investment related transactions.
Prepare meeting materials and create customized reports to address client needs as required by the Advisor and/or the client. For immediate consideration, please email your resume to email@example.com.
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 once again was named first in our industry on Fortune® magazine's list of "World's Most Admired Companies." (March 1, 2017), 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.
© 2017 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans
Req ID: 00412-9500607561
Functional Role: Relationship Manager
City: san francisco
Postal Code: 94111
Bachelor's degree required.
Series 7 66 highly preferred, or must be obtained within 6 months of hire.
Minimum 1-4 years of client service or investment account related experience preferred. For immediate consideration, please email your resume to firstname.lastname@example.org.