Experience Inc. Jobs

Description

Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

Our client is a rapidly growing RIA located in the East Bay. They are looking to add on a CSA to their team. The firm is almost at 1 billion in AUM.

Responsibilities:

• Oversee the account opening process

• Collaborate with the custodian service team to facilitate client activity

• Manage daily client service needs, including cash positions and money movements

• Create and maintain client data in Salesforce

• Support various day-to-day operational tasks

  Requirements

• MUST have 2+ years of Wealth Management experience

• Bachelors degree

• Strong communication skills

• Able to speak directly with high net worth clients

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

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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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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