Client Service Associate
Location:
San Francisco , California
Posted:
November 19, 2017
Reference:
00412-9500899033

A small Wealth Management Firm in San Francisco is seeking a Client Service Associate on a temporary to permanent basis. This is a close-knit firm that provides exceptional service to it's high net worth clients and they are seeking to add another member to their team. As this is a small team, you will be responsible for multiple different facets of the business and have the opportunity to learn by wearing many different hats. You will be exposed to wire transfers, bill pay, cash transfers, and opening and closing of accounts! This role will be starting in the end of November and paying up to $25/hour! If interested, please send your resume directly to Shannon.mcmahon@roberthalffs.com! Client Service Associate Duties: - Processing wire transfers and ACH disbursements - Monitor transactions for completion and accuracy - Prepare reports on Excel and Powerpoint for marketing efforts - Provide client account information for annual reviews If you are located in the Bay Area and immediately available, please send your resume directly to Shannon.mcmahon@roberthalffs.com!


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Founded in 1948, Robert Half (NYSE: RHI) is the world's first and largest specialized staffing services firm.

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