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Director of Operations Client Service - Family Office UHNW

Job Description

Ref ID: 00412-0010756937

Classification: Branch/Retail Banking

Compensation: DOE

For more information and consideration, please contact Lisa Friedrich at 415 434 1900 or [Click Here to Email Your Resumé] ***Disclaimer: This position requires an active Series 7 66 License (or 63 65)*** Our client is a Multi-Family Office for Ultra High Net Worth Clientele, located in the Financial District of San Francisco. The size of a client account it $60 million +. The Director of Client Services Operations will be reporting directly to the founders of the firm, and manage a team of 9 staff members ranging from Client Service to Operations professionals. This Director position will be wearing multiple hats, such as 'Head of Client Service', driving efficiencies and improving the operational infrastructure, mentoring and training the staff members and support the Directors with the onboarding of large new client acocunts.

Job Requirements

The ideal candidate has 8+ years of strong Wealth Management Client Service Operations experience, leadership experience (or the strong potential to step into a leadership role) and MUST HAVE active series 7 and 66 (or 63 65).

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: 00412-0010756937

Classification: Branch/Retail Banking

Compensation: DOE

For more information and consideration, please contact Lisa Friedrich at 415 434 1900 or [Click Here to Email Your Resumé] ***Disclaimer: This position requires an active Series 7 66 License (or 63 65)*** Our client is a Multi-Family Office for Ultra High Net Worth Clientele, located in the Financial District of San Francisco. The size of a client account it $60 million +. The Director of Client Services Operations will be reporting directly to the founders of the firm, and manage a team of 9 staff members ranging from Client Service to Operations professionals. This Director position will be wearing multiple hats, such as 'Head of Client Service', driving efficiencies and improving the operational infrastructure, mentoring and training the staff members and support the Directors with the onboarding of large new client acocunts.

Job Requirements

The ideal candidate has 8+ years of strong Wealth Management Client Service Operations experience, leadership experience (or the strong potential to step into a leadership role) and MUST HAVE active series 7 and 66 (or 63 65).

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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Director of Operations Client Service - Family Office UHNW Apply now