Description

Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!

Our client is a well-established fiduciary investment advisory firm dedicated to providing personalized retirement planning and investment management services. With a focus on long-term strategies, they tailor financial solutions to meet each client’s unique needs while maintaining a strong commitment to acting in their best interests. Over the years, the firm has built lasting relationships through a client-first approach and continues to grow its presence in the industry.

We are looking for a Client Services Representative to join their well-established RIA firm.

Key Responsibilities:

• Prepare reports, memos, and correspondence using Word and Excel.

• Track and manage client communications within the Client Relationship Management (CRM) system.

• Review and prioritize incoming emails, voicemails, and correspondence to ensure timely responses.

• Organize and maintain records, reports, and documents in the firm’s electronic document management system (Laserfiche).

• Communicate directly with clients regarding account requests, document preparation, and information gathering.

• Coordinate with custodians to process account forms, transfers, deposits, and withdrawals.

• Ensure timely completion of client paperwork while adhering to deadlines and compliance requirements.

• Assist with client meeting preparation and follow-up.

• Maintain up-to-date client records and information within internal systems.

• Provide general administrative and operational support to the team and a Partner.

  Requirements

Qualifications:

• Experience in client services, financial services, or administrative support.

• Strong communication and organizational skills with attention to detail.

• Proficiency in Microsoft Word, Excel, and CRM software.

• Experience using Fidelity or Schwab as a custodian.

• Ability to prioritize tasks, manage deadlines, and work effectively in a team environment.

This is a full-time, hybrid role based in San Ramon, offering a combination of in-office and remote work. If you are a proactive and detail-oriented professional looking to join a dynamic team, we encourage you to apply!

Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!

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 (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

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.

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