Robert Half International Client Service Associate in San Mateo, California


A San Mateo Wealth Management firm, currently experiencing tremendous growth, is looking to add a Client Service/Operations Associate. The firm is searching for a team-player, who is self-motivated, detail oriented, and have strong written and verbal skills.

Responsibilities: Ongoing review and rebalance of each client households accounts in accordance with the investment model built by the firm. Monitoring account cash balances and systematically managing around additions or distributions from client accounts. Construction, maintenance, and production of household performance reporting.


Requirements: Must have prior experience maintaining investment portfolios of mutual funds, ETFs, and stocks. Understanding of tax implications surrounding wash loss, capital gains, and tax loss harvesting rules. Experience working with a robust, trade rebalance and portfolio accounting software- preferred if proficient with Orion Eclipse. 3-5 years of experience at a financial services firm. Series 65 or 66.

This role is ideal for a candidate looking to get into a more senior role as a client facing financial advisor. If you are interested in this role, or know someone who would be a great fit, please email Elvis at [email protected] with your updated resume or call: (415) 434-1900 as soon as possible.

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.

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Location: San Mateo, CA

Date Posted: February 10, 2019

Employment Type: Permanent

Job Reference: 00412-9501765890

Staffing Area: Full-Time Accounting & Finance