Client Operations Specialist

Robert Half • San Francisco, CA • 14h ago

Description

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.

Job Title: Client Operations Specialist

Location: San Francisco; Hybrid

Salary: $75-80k + Bonus

Robert Half is teaming up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven Client Operations Specialist. If you're looking for a place where you can grow in Operations or take the path towards a Lead Advisor role, this is the perfect opportunity! Join a collaborative, client-focused firm that values community engagement and offers real potential for career advancement.

Responsibilities:

Collaborate with the Advisory Group and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.

Collect and organize client data, including personal and financial goals, to support comprehensive planning.

Review and analyze client financial documents to assess their current financial position.

Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.

Requirements

Bachelor's degree in Business, Accounting, Finance, Economics, or a related field preferred.

1+ year of experience in client service, operations, or administrative support, ideally within a Registered Investment Advisor (RIA) or financial services environment.

Proficiency with Microsoft Office Suite, including Excel, Word, and Outlook.

Experience with financial technology platforms

Strong organizational and communication skills with the ability to manage multiple priorities and collaborate with internal teams and clients.

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.

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.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

Similar Jobs

Temporary College Counselor (SY 2026-27)

Leadership Public Schools • Oakland, CA • 6h ago

Legal & Paralegal

Basic Function: The College Counselor actively creates, promotes and maintains a college/career-going culture that supports students and families for a successful transition from high school to post-secondary education/c...

6h ago

Go to Apply

Customer Service Representative

Ethos Veterinary Health • San Francisco, CA • 8h ago

Management & Administrative

Customer Service Representative- San Francisco $26-$30/hr plus $5.50 overnight differential 4/10 hr shifts Mornings 6:30am - 4:30pm WHO WE ARE: SAGE-SF is a premier 24-hour emergency and specialty referral center located...

8h ago

Go to Apply

Security Officer Patrol Steward

Allied Universal • South San Francisco, CA • 8h ago

Management & Administrative

Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you wil...

8h ago

Go to Apply

Senior Accountant | Venture Capital

Robert Half • Walnut Creek, CA • 10h ago

Finance, Accounting & Banking

Description For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Senior Accountant- Management Company| Asset Management | San Francisco; Hybri...

10h ago

Go to Apply

Security Site Supervisor NonUnion @ Union Site

Allied Universal • San Francisco, CA • 10h ago

Company Overview: Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative...

10h ago

Go to Apply

Vice President, Sales Executive - West Emerging Client Portfolio

Deloitte • San Francisco, CA • 11h ago

Management & Administrative

Life Sciences Sales Executive - Consulting West Emerging Client Portfolio Deloitte Consulting LLP is hiring an experienced top-performing Life Sciences Industry sales professional that focuses on finding and growing net-...

11h ago

Go to Apply

AP & Staff Accountant

Robert Half • Oakland, CA • 11h ago

Finance, Accounting & Banking

Description Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Staff Accountant & AP Accountant | Real Estate Development | Oakland Join a highly respec...

11h ago

Go to Apply

Production Technician ES - 20 Month FTC

Rheinmetall • Brisbane, CA • 11h ago

Hospital & Medical

About the Team The Production Technician - Electronics reports directly to the Mission Equipment Production Technical Supervisor; based at our Military Vehicle Centre of Excellence (MILVEHCOE). As a part of the global in...

11h ago

Go to Apply

Fund Accountant - Strong Comp Package

Robert Half • San Francisco, CA • 11h ago

Finance, Accounting & Banking

Description Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Private Equity Firm | San Francisco Bay Area | Hybrid Comp: Base + Bonus + Profit Sharing + Equity + 100% Paid Benef...

11h ago

Go to Apply

Investment Operations Specialist - Global Money Manager

Robert Half • Larkspur, CA • 11h ago

Finance, Accounting & Banking

Description Jeffrey Abrams is looking for an Investment Operations Specialist to support core investment operations activities in Larkspur, California on a hybrid schedule. This role contributes to the accurate movement...

11h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)