Robert Half Finance & Accounting Ultra High Net Worth Client Service Associate in Palo Alto, California

For consideration, please email your resume to: jeffrey.colon@roberthalffs.com Our client, a boutique bank with offices in San Francisco and Menlo Park, is looking for a Senior Client Service Associate to join their rapidly expanding team. This client is experiencing tremendous growth and is one of the fastest growing RIAs in the country - expanding from $6 billion to $13 billion in under 5 years. Typical clients include entrepreneurs, corporate executives, and partners in Venture Capital, Private Equity, real estate, and law. Minimum account size is $10 million. You will be working with a team that focuses on collaboration and team building. Role: - Support Senior Wealth Manager by providing portfolio analysis, account creation and transfers, securities transfers and meeting prep. - Manage and maintain quarterly reporting, annual tax packet spreadsheets

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 FortuneĀ® 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.

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Req ID: 00412-9501193358

Functional Role: Relationship Manager

Country: USA

State: CA

City: Palo Alto

Postal Code: 94301

Compensation: DOE

Requirements: Keys:

  • Up to 3 years of related experience

  • Series 7, 63/65 or 66 required

  • Broad understanding of capital markets

  • 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.