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Client Services Associate

Company: Robert Half
Location: Palo Alto
Posted on: May 4, 2021

Job Description:

Ref ID: 00587998Classification: Financial AnalystCompensation: $110000.00 to $130000.00 yearlyJeff Abrams is searching for a Client Services Associate.This is an EXCEPTIONAL opportunity to join one of the fastest growing RIAs in the country, growing assets under management from $3 billion to over $15 billion in less than 6 years! Today, Typical clients include entrepreneurs, corporate executives, and partners in Venture Capital, Private Equity, real estate, and law. Minimum account size is $10 million. The team is about 20 individuals, including the two lead Wealth Managers and 19 supporting team members. The Senior Associate will work closely with a Director and a Vice President, as well as both Wealth Managers, to support our team's client relationships. The team members are a really terrific group people, all passionate about their work and building up this practice and are a ton of fun to work with! ** Support Wealth Managers by providing service and support functions such as portfolio analysis, trade execution, money movement, account maintenance, and client/prospect meeting preparation ** Provide exceptional service and devise customized financial strategies for existing and prospective clients ** Actively participate in client meetings and calls with the Wealth Managers and Vice Presidents ** Provide investment advice to clients ** Interact with clients, supporting all aspects of their servicing needs related to the management of their relationship, researching client inquiries and managing follow up communication and materials ** Construct client performance and asset allocation reports along with recommended portfolio changes Work hard / Play hard type of environment. They do team outings, intramural sports (if you want), annual team trips, and more! Very collaborative work environment and plenty of learning opportunities.Job Requirements:Keys:** 4+ years of related experience and strong preference for an individual with a Series 7 and 66 license, or a Series 65 license.** A degree from a reputable university ideally in a related field of study.** Hungry, Motivated, & Humble. Highly organized with attention to detail. Willing and able to roll up your sleeves and GROW the business.** Takes ownership of their work and enjoys working collaboratively towards a common goal. Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs. When you work with us, you're working with the best. Robert Half has been recognized as one of FORTUNE's "Most Admired Companies" every year since 1998 and was No. 1 on Forbes' annual ranking of America's Best Professional Recruiting Firms. Questions? Call your local office at 1.. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. -- 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ().

Keywords: Robert Half, Palo Alto , Client Services Associate, Accounting, Auditing , Palo Alto, California

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