USA Jobs
Client Service Manager / Operations Manager
USA Jobs, San Francisco, California, United States, 94102
Client Services Manager/Director
Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Client Services Manager/Director at a Wealth Management Firm. This is a full-time permanent role based in San Francisco with a hybrid schedule. Our client, a respected SEC-registered RIA managing ~$2 billion in assets, is seeking a Client Service Manager to lead a high-performing team in a collaborative, fast-paced environment. This role offers a comprehensive benefits package, including fully paid healthcare, 401(k) with generous contributions, paid lunches, a gym stipend, and the potential for equity after three years. The firm fosters a culture of innovation, internal growth, and exceptional client service. Responsibilities: Lead and mentor a team of four Client Service professionals Oversee transactions, ensuring accuracy and compliance Coordinate with custodians and third-party data providers Optimize resources and support advisors across locations Improve workflows for onboarding, account maintenance, and investments Requirements: 7+ years in client service or operations at an RIA Proven leadership and team management experience Expertise in Schwab, Fidelity, Addepar, and CRM tools such as Salesforce Strong communication skills and attention to detail Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Client Services Manager/Director at a Wealth Management Firm. This is a full-time permanent role based in San Francisco with a hybrid schedule. Our client, a respected SEC-registered RIA managing ~$2 billion in assets, is seeking a Client Service Manager to lead a high-performing team in a collaborative, fast-paced environment. This role offers a comprehensive benefits package, including fully paid healthcare, 401(k) with generous contributions, paid lunches, a gym stipend, and the potential for equity after three years. The firm fosters a culture of innovation, internal growth, and exceptional client service. Responsibilities: Lead and mentor a team of four Client Service professionals Oversee transactions, ensuring accuracy and compliance Coordinate with custodians and third-party data providers Optimize resources and support advisors across locations Improve workflows for onboarding, account maintenance, and investments Requirements: 7+ years in client service or operations at an RIA Proven leadership and team management experience Expertise in Schwab, Fidelity, Addepar, and CRM tools such as Salesforce Strong communication skills and attention to detail Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.