Robert Half Finance & Accounting Client Operations Manager - Wealth Management Firm in Menlo Park, California

Prestigious private investment firm is looking for their Client Operations Manager to manage relationships with its wealth management clientele. Reporting to the Director of Operations, the Client Operations Manager will provide onboarding, ongoing services and off-boarding for all wealth management clientele. This a great opportunity to build out and manage relationships with clients and be the first line of contact for all client needs. Working directly with portfolio management team the Client Operations Manager will: -Manage the deliverables for all client needs, including all income distributions, contributions, wire transfer and payments required on behalf of clientele. -Work with investment professionals to implement investment strategy and ensure client portfolios are properly administered within a multi-custodian platform. -Manage large scale operational infrastructure improvements, continually enhancing the client experience. This is a great opportunity to join a growing team of wealth management experts and get exposure to the most complex and interesting investments for ultra high net worth investors. If you are interested in applying please contact

Robert Half Finance & Accounting is the world's leader in specialized financial staffing. We provide exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in more than 340 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities.

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Req ID: 00412-9500337626

Functional Role: Relationship Manager

Country: USA

State: CA

City: Menlo Park

Postal Code: 94025

Compensation: DOE

Requirements: -Bachelors degree -5+ years of financial services experience with a focus on investment or client operations. -project management experience -Ability to wear multiple hats and ensure team continuity and collaboration.