Licensed Client Service Associate
Company: Robert Half
Location: San Jose
Posted on: January 12, 2021
|
|
Job Description:
Ref ID: 00110-9502802700Classification: Licensed Client Service
AssociateCompensation: DOEIf you are interested with this exciting
opportunity. Please email Jayvelle at
jay.castaneda@roberthalffs.com with your updated resume to be
considered for the opportunity below.Our client was founded in 2010
to solve common goals with a unique twist. It is very progressive
private investment management firm that focuses on in alternative
options and offers a wide range of services in the realm of finance
and tax for their clients.Job Description:--- Oversee client
interaction, participate in client meetings, manage communication
through telephone and email, prepare presentations for clients,
process transactions and provide product and marketing support.---
Research and respond to inquiries for our high net worth clients;
escalate issues as appropriate.--- Act as the liaison between the
investment professional and client and the Private Wealth
Management middle office functions, such as client services,
trading, portfolio management, billing and fee support, performance
and trust.--- Handle administrative tasks, assist with phone calls
to prospects and clients, manage meeting logistics, submit business
expense requests, schedule appointments and distribute mail.---
Place equity, mutual fund and fixed income trades for brokerage
clients; as necessary, utilize custodial websites, CRM client
database and APX portfolio management system. --- Assist with
completion and transmission of transaction documents and
communicate with operations/billing/internal departments/
Securities Company and other custodians regarding
transaction-processing follow-up.Job Requirements:Keys: --- 1+
years of strong experience in Client Service within Wealth
Management (ideally from one of the brokerages such a Merrill
Lynch, UBS, Morgan Stanley etc.)--- Series 7&66 (or 63 and 65)
- MUST--- Excellent communication skills - can interact with UHNW
from day onePerks mean so much to this company and they are very
committed to providing amazing benefits for employees and families,
fully stocked kitchen encouraging professional development, great
401K plan, and fantastic PTO policy. For details on salary,
benefits and more detail, please email your updated resume at
jay.castaneda@roberthalffs.com.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 1.888.490.5461. 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
(www.roberthalf.com/terms-of-use).
Keywords: Robert Half, San Jose , Licensed Client Service Associate, Other , San Jose, California
Click
here to apply!
|
Didn't find what you're looking for? Search again!
Other Other JobsMedication Assistant / Med Tech - San Rafael Description: Req ID 2020-1788 br Job Category Clinical Services br Shift NOC, On-Call br Who We Are br br An Elder Care Alliance Community br br AlmaVia of San Rafael br br Do you enjoy working with (more...) Company: Elder Care Alliance Location: San Rafael Posted on: 01/18/2021 Resident Care Coordinator - San Rafael Description: Req ID 2020-1759 br Job Category Clinical Services br Shift Day br Who We Are br br An Elder Care Alliance Community br br AlmaVia of San Rafael br br Do you enjoy working with seniors (more...) Company: Elder Care Alliance Location: San Rafael Posted on: 01/18/2021 Optician Description: Immediate new position opening for a full time optician to join our team and change lives by offering the best vision solutions for our patients. We Company: Optometric Center and Eyewear Galleria Location: San Ramon Posted on: 01/18/2021 Underwriter Description: Environmental Package Underwriter Position Summary: Underwriter for the Environmental Package product administered by the MGA business unit of Landmark E S Insurance Brokers, LLC a JenCap Company.--Provide (more...) Company: Landmark E&S Insurance Brokers, LLC Location: Santa Cruz Posted on: 01/18/2021 Deliver with DoorDash - No Vehicle Required. Description: Want to earn money, but don't have a car Deliver with DoorDash. We'll even set you up with an e-bike What is DoorDash Available in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about (more...) Company: Doordash Location: San Bruno Posted on: 01/18/2021 No Vehicle Required - Deliver with DoorDash on our e-bikes Description: Want to earn money, but don't have a car Deliver with DoorDash. We'll even set you up with an e-bikeWhat is DoorDashAvailable in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about (more...) Company: Doordash Location: San Bruno Posted on: 01/18/2021 Landscaper Description: Are you someone who could describe yourself as a green thumb Do you have a penchant for planting We are looking for an immediate hire of a passionate Landscaper if you are ready to see if the grass (more...) Company: PeopleReady Location: Santa Cruz Posted on: 01/18/2021 Deliver with Uber on your schedule Description: Job DescriptionDeliver with Uber. Earn on your schedule. Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you. Earn Good Money. You'll Company: Uber Eats Location: Petaluma Posted on: 01/18/2021 Bilingual Parts Delivery Description: xa0 Nuestros conductores de Entrega de Partes proporcionan un excelente servicio al cliente a trav xe9 s de la entrega segura y eficiente de partes y productos a nuestros clientes profesionales utilizando (more...) Company: O'Reilly Auto Parts Location: Petaluma Posted on: 01/18/2021 Petaluma, California - OT Opening Description: Job Description School Based, Occupational Therapist OT Job in the Petaluma, Company: OTJobs Location: Petaluma Posted on: 01/18/2021 |