Client Operations Associate

Description
We are seeking a candidate with deep familiarity and hands-on experience using Schwab Advisor Center, including account onboarding, asset transfers, cash movement, document management, and day-to-day custodial operations. Candidates who can efficiently and confidently navigate these processes are strongly encouraged to apply.


In addition, the ideal candidate will demonstrate:

+ Dependability and ownership – Proactively follows through on responsibilities and ensures tasks are completed without oversight

+ Intellectual curiosity and adaptability – Quickly learns new systems, tools, and workflows

+ Career ambition – Interested in developing into a senior client service or operations leadership role over time

+ Professionalism and discretion – Comfortable working with high-net-worth clients and coordinating with external advisors

Key Responsibilities

+ Provide ongoing client service support, including acc...

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Submit your application today and join our talented team at Robert Half Finance & Accounting.

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