Manager, Client Service & Operations

Robert Half • San Francisco, CA • 4h ago

Description

Jennifer Fukumae with Robert Half's Finance & Accounting Division is partnering with a well-established wealth advisory firm that provides personalized financial management services to individuals, families, and institutional clients. With approximately $1.2 billion in assets under management, the firm offers strategic investment solutions designed to help clients achieve their long-term financial goals.

About the Firm

This firm is known for its client-centric approach, collaborative culture, and commitment to excellence. The team takes pride in providing customized, high-touch advisory services while leveraging leading technology and operational best practices to deliver an exceptional client experience. As the firm continues to grow, it remains deeply focused on fostering a supportive environment that values both professional development and teamwork.

The Opportunity

The firm is seeking a Manager, Client Service & Operations to lead a team of five professionals across Client Service, Operations, and Trading. This individual will play a key role in ensuring that all client and firm activities are executed with accuracy, timeliness, and regulatory compliance, while continuously improving operational processes and supporting the firm's overall growth.

This is an excellent opportunity for a seasoned professional who enjoys managing people, driving efficiency, and maintaining a strong client focus in a dynamic wealth management environment.

Requirements

Lead and mentor a team of five professionals across Client Service, Operations, and Trading.

Oversee daily, monthly, quarterly, and annual transactions, ensuring accuracy, compliance, and timely completion.

Collaborate with custodians and external data providers to ensure seamless service delivery.

Evaluate Advisor requests across multiple offices and allocate team resources effectively.

Partner with the Director of Operations to refine and implement processes for client onboarding, performance reporting, and transaction reconciliation.

What We're Looking For

7+ years of experience in Client Service and/or Operations within an RIA or wealth management firm.

Proven managerial experience with a strong ability to lead, coach, and motivate a team.

Excellent communication skills and comfort interacting directly with high-net-worth clients.

Strong attention to detail and commitment to delivering high-quality work.

Proficiency with Salesforce, Black Diamond, and/or Addepar strongly preferred.

Why This Firm

Collaborative and team-oriented culture with a strong client-first mindset.

Hybrid work environment with flexibility and work-life balance.

Opportunity to make a direct impact and grow with an established, respected firm.

Interested in this opportunity?

Apply directly and connect with Jennifer Fukumae on LinkedIn for the fastest consideration or to learn about other wealth management opportunities that may align with your background.

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.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

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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