Description

For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn

Senior Client Service Manger

San Jose (Downtown); hybrid – Paid Parking

Salary $100K to $120K(Stretch) + Bonus

This position will be supporting an independent Financial Advisor with 30+ years of experience who finds satisfaction in educating clients and empowering them to pursue their goals and live their financial dreams. Her team firmly believe that becoming a partner in their client’s lives will help them find the strategies to achieve financial independence.

• Process new account paperwork

• Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy and communication

• Performing trades, rebalancing, and distribution requests

• Track and manage all aspects of asset movement

• Maintain comprehensive knowledge of, and interact with, the multiple investment management platforms

• Keep the practice up to date on all compliance activities

• Manage onboarding process with new clients including communication

• Coordinate activities with firms’ service team regarding specific tasks

• Manage team’s client data base systems/CRM (Redtail)

  Requirements

Qualifications:

• Bachelor’s degree

• Series 7

• 5+ years of experience in financial services support or operations role.

• Familiarity with LPL's platform, Excel Spreadsheets are a plus.

• Excellent oral and written communication skills.

• Ideal candidate is extremely well organized and detail oriented.

• Must be client-oriented and eager to provide great customer service.

• This person must be a team player, and able to work well with the firms’ general service team.

For details on salary, benefits and more details, please reach out to Michael Lauer via 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.

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