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Client Operations Associate Ultra High Net Worth RIA

Expired Job

Robert Half Finance & Accounting Mountain View , CA 94040

Posted 4 months ago

For consideration, please submit your resume to: One of the fastest growing Wealth Management firms in the Bay Area is looking for a highly motivated fresh graduate, or someone with up to 2 years of experience to join their Operations team.

This group has grown from $6 billion of AUM to over $13 billion in just over 5 years. Their clients include tech entrepreneurs, Venture Capital, Private Equity, Real Estate and law firm partners. The Operations Associate will join a tight knit team that works hard and plays hard.

In this role, you will be expected to perform the following duties: - Account creation, transfers and billing, - Build out performance reports - Research client inquiries, manage communication and follow through on action items The perks offered for this role are second to none as are the people who work there. This is an excellent opportunity for one who wants to work for one of the premier financial advising groups in the Bay Area!

Requirements
Keys: ? ? years of related experience ? A degree from a reputable university ideally in a related field of study. ? Hungry, Motivated, Humble. Highly organized with attention to detail. Willing and able to roll up your sleeves and GROW the business. ? Takes ownership of their work and enjoys working collaboratively towards a common goal.

Employment Type: Full-time



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Client Operations Associate Ultra High Net Worth RIA

Expired Job

Robert Half Finance & Accounting