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Client Services Operations Manager - Ultra High Net Worth

Job Description

Ref ID: 00412-9501711270

Classification: Relationship Manager

Compensation: DOE

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 20-year old boutique investment advisory firm is looking for its next Client Services Manager. The firm provides customized strategies for its clientele across a diverse array of asset classes. The Client Services Manager 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 [Click Here to Email Your Resumé] as the client is looking to find a great candidate in the next month

Job Requirements

?Bachelors degree in accounting, finance or related area. ?5+ years of experience in client services within a financial services institution ?Strong verbal and written communication skills ?Nice to have: Series 7 Series 63

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.

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.

© 2018 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-CA-San Francisco
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance
Other Compensation: DOE
Apply

Company Overview

Robert Half Finance & Accounting U.S

Robert Half Finance & Accounting pioneered specialized financial recruitment in 1948 and today, as a result, is the worldwide leader in the industry. We specialize in placing experienced professionals in areas such as accounting, finance, credit and collections, bookkeeping, payroll and taxation. For six decades, we have developed lasting relationships with the industry- leading companies we serve, giving us access to the best career opportunities for our candidates. Learn More

Contact Information

US-CA-San Francisco
Recruiter
415-434-4012
415-434-0905
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Snapshot
Robert Half Finance & Accounting U.S
Company:
US-CA-San Francisco
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance
Store Type:

Job Description

Ref ID: 00412-9501711270

Classification: Relationship Manager

Compensation: DOE

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 20-year old boutique investment advisory firm is looking for its next Client Services Manager. The firm provides customized strategies for its clientele across a diverse array of asset classes. The Client Services Manager 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 [Click Here to Email Your Resumé] as the client is looking to find a great candidate in the next month

Job Requirements

?Bachelors degree in accounting, finance or related area. ?5+ years of experience in client services within a financial services institution ?Strong verbal and written communication skills ?Nice to have: Series 7 Series 63

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.

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.

© 2018 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.
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Client Services Operations Manager - Ultra High Net Worth Apply now