Client Operations Associate - Growing team

DescriptionFor more information or an expedited hiring process please send updated resume to Charlie O'Brien at Charlie.Obrien@roberthalffs.comMy client provides investment management, financial planning and tax services to over families and individuals managing over $400 million of client assets.Client Operations Associate: As an integral part of the operations team, you will step into an already thriving group of 4 in support of 6 Financial Advisors. Contribute to the encouraging and positive environment of the team, capturing goals, sharing best practices, and improving processes to help grow our organization.RequirementsKey requirements· 1+ years of experience in either Client Service or Operations within a Financial Services firm with experience in onboarding, money movement, etc.· Strong communication skills and enjoys speaking directly with high net worth clients· Strong attention to detail· Passion for Wealth Management industryFor more information or an expedited hiring process please send updated resume to Charlie O'Brien at Charlie.Obrien@roberthalffs.comRobert Half Finance & Accounting matches skilled finance and accounting professionals in the areas of accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities — fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work. Our company has appeared on FORTUNE’s “Most Admired Companies” list every year since 1998.Download our mobile app to take your job search on the go!Contact your local office at 888.490.5461 or visit www.roberthalf.com/jobs/finance to apply for this job now or find out more about other job opportunities.All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.© 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/VeteransBy clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.Salary: DOELocation: Palo Alto, CADate Posted: November 23, 2020Employment Type: Full-timeJob Reference: 00412-9502768948Staffing Area: Full-Time Accounting u0026 Finance