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