Robert Half Finance & Accounting Client Service Analyst - Wealth Management in San Francisco, California

Are you looking to work with some of the most prestigious and well-regarded high net-worth clientele in the Bay Area? If so, a well-regarded 10-year old boutique investment advisory firm is looking for its next Client Service Analyst. The firm provides customized strategies for its clientele across a diverse array of asset classes. The Client Service Analyst will provide high touch and customized service to the investment firms high net-worth investors. More specifically, -Utilize your strong communication skills to assist clientele with setting up of new accounts; including, coordinating initial and ongoing funding and income distributions from investments. -Utilize your interpersonal skills to be the strategic liaison between portfolio managers and clients, relaying strategic information in regards to portfolio performance, market and political risk. -Utilize your project management experience to assist in the manage of the client process flow This is a great opportunity to help a boutique investment firm scale it's client services department and build out its high net-worth clientele base. If you are interested in applying please contact Derek.Feldshuh@roberthalffs.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.

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Req ID: 00412-9500708384

Functional Role: Relationship Manager

Country: USA

State: CA

City: San Francisco

Postal Code: 94111

Compensation: DOE

Requirements: -Bachelors degree in accounting, finance or related area. -2+ years of experience in client services within a financial services institution -Strong verbal and written communication skills