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Description Please reach out to Chris Fusco via LinkedIn with your updated to be considered for the opportunity below.Our client is top-tier investment management firm with around $4 billion in assets under management and an impressive long-term performance record. For over 30 years, the firm has provided disciplined portfolio management for individuals, retirement accounts, trusts, family offices, corporations, endowments and foundations across separately managed accounts and mutual funds. Portfolios are managed with a strict focus on valuation, margin of safety, portfolio concentration, investment flexibility and long‐term perspective.We are seeking a Client Associate to join the firm in its San Francisco Bay Area office. This individual will support the finance (accounting and tax) needs of both the management company and fund entities. As well as work directly with and support the wealth advisory team in a client-focused, team-centered environment under the direction of the Director of Wealth Management.Requirements 1+ years of experience working in wealth management, financial planning, accounting, law firm, or other financial service organization Must have or obtain a Series 65 license within 3 months of employment Excellent communication skills, strong organizational skills, attention to details and time managementPerks and work life balance are important to the company, and they are very committed to providing amazing benefits for employees and their families, comprehensive medical, and a fantastic PTO policy. For details on salary, benefits, and more, please reach out to Chris Fusco via LinkedIn with your updated resume to be considered for the opportunity below.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 puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.Questions? Call your local office at 1.888.490.5461. 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.© 2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/terms-of-use) .
