Robert Half Finance & Accounting Client Service Associate - Series 7 in San Francisco, California

For more information and consideration please contact Lisa Friedrich at 415 434 1900 or Our client is a boutique Financial Planning firm for high net worth individuals and families with a track record of success of over 20 years. Their office is in a beautiful location near Union Square and the Financial District and easily accessible by public transportation. Due to growth they are looking for a Senior Client Service Associate to support them with the client relationship management of their existing clients, manage client requests and ensures requirements and regulations are met.

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.

But don't take our word for it. Our parent company, Robert Half, once again was named to FORTUNEĀ® magazine's list of "World's Most Admired Companies" and was the highest-ranked staffing firm. (March 1, 2016), and 9 out of 10 of our clients and candidates would recommend our service to a colleague.

Contact your local Robert Half Finance & Accounting office at 844.539.2523 or visit 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.

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Req ID: 00412-9500192608

Functional Role: Account Executive/Staffing Manager

Country: USA

State: CA

City: San Francisco

Postal Code: 94111

Compensation: $75,000.00 to $85,000.00 per year

Requirements: The ideal candidate must have 2+ years of Wealth Management experience, strong communication skills and a passion for financial planning and the investment markets.