Connecting Odds
Robert Half

Client Service Associate - $4B AUM!

Robert Half
Waldon, Contra Costa CountyPosted Discovered via the company's careers siteMatch locked
Full-timeAdmin Jobs

About the role

Description Jennifer Fukumae with Robert Half Financial Services is partnering with an established East Bay RIA managing $4B in AUM to hire a Client Service Associate! You will be supporting Wealth Advisors by servicing clients and providing operational and administrative support. Responsibilities Provide day-to-day administrative and operational support to Wealth Advisors. Coordinate new client o

Not included in the source posting: about the role, what you'll do, qualifications, benefits.

Who can apply

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