Description If interested, please contact Yuzo Shimura on LinkedIn at Robert HalfTitle: Client Service Associate Location: San Jose, CA 100% OnsiteSalary: $90-110k base + Bonus (20%)About the Company: This organization is a swiftly expanding investment advisory entity, managing assets valued billions of assets. The firm fosters a distinctive learning culture featuring comprehensive training.Key Responsibilities:
Run performance reporting and analyze contribution and attribution effects.
Run back-office reconciliation processes and provide a high level of service to sophisticated clients.
Support web-based conference calls and provide international banking operational support.
Support portfolio rebalancing and monitoring and assist with implementing and monitoring compliance processes.
Requirements
Qualifications:
5+ years of experience within the financial services industry.
Strong communication, analytical, problem-solving skills, and attention to detail.
Ability to work in a small, versatile environment and willingness to take on multiple roles.
Experience with Salesforce, and ideally Black Diamond/Advent.
A strong preference for candidates who have worked with either Schwab or Fidelity and possess Series 7/65 or CFP.
Why Work With Us:
Low turnover with significant opportunities for advancement, including a career path to Principal and then to President of the firm.
Emphasis on work-life balance and professional development, including coverage for professional designation costs.
An innovative, tech-driven firm with strong focus on automation and other tech innovations.
Opportunity to join a fast-growing RIA
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half 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.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.© 2025 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/us/en/terms) .
