Client Services & Operations Associate

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.

Client Operations Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus

Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients.

The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits.

Responsibilities

• Serve as a primary contact for client service and account maintenance
• Support account openings, transfers, money movement, and other client requests
• Coordinate client meetings and ongoing advisor outreach
• Prepare and process client paperwork while maintaining accurate CRM records
• Communicate with clients, custodians, and internal teams to ensure timely resolution of requests
• Monitor account activity and follow up on outstanding documentation
• Support workflow improvements, operational initiatives, and special projects

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

• 1-3+ year of client service or operations experience in wealth management, ideally at an RIA
• Proficiency with Schwab advisor center is ideal
• Proficiency in Microsoft Office; CRM experience and an interest in technology and process improvement are a plus
• Experience supporting account servicing and client documentation
• Strong communication, organization, and attention to detail
• Proactive, dependable, and client-focused
• Comfortable managing multiple priorities in a fast-paced environment
• Bachelor's degree in Business, Finance, Accounting, Economics, or a related field preferred

Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.

Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.