Client Operations Specialist

Description
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
Job Title: Client Operations Specialist

Location: San Francisco; Hybrid

Salary: $75-80k + Bonus
Robert Half is teaming up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven Client Operations Specialist. If you're looking for a place where you can grow in Operations or take the path towards a Lead Advisor role, this is the perfect opportunity! Join a collaborative, client-focused firm that values community engagement and offers real potential for career advancement.
Responsibilities:

+ Collaborate with the Advisory Group and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.

+ Collect and organize client data, including personal and financial goals, to support comprehensive planning.

+ Review and analyze...

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