Experience Inc. Jobs

Description

*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

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+ 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

*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

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.

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Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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