Client Operations | RIA Firm

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. 

San Francisco, CA | Hybrid | $75,000–$85,000 + Bonus

Build Your Career, Not Just Your Resume

Robert Half is partnering with a growing Registered Investment Advisor (RIA) that believes great people should have the opportunity to grow, learn, and build a career within the firm.

This is more than a traditional Client Service Associate role. You’ll join a collaborative, close-knit team where people genuinely work together, mentorship is part of the culture, and your career path can evolve based on your goals.

Want to build your career in Operations? There’s a path for that.

Interested in becoming an Advisor? The team will help you develop toward that goal.

You’ll have the opportunity to work alongside experienced professionals, learn the full wealth management process, and gradually take on more responsibility as you grow. The firm strongly believes in promoting from within and investing in the people who want to build their future there.

What You’ll Do

• Partner with the Advisory and Client Services teams to learn the ins and outs of wealth management and support the full client experience.
• Gather, organize, and maintain client information, including financial data and personal goals.
• Review client financial documents and help prepare information used in financial planning.
• Assist with financial plans, investment policy statements, portfolio reports, and other client deliverables.
• Work cross-functionally with team members and gain exposure to different areas of the business.
• Take on new responsibilities as you develop your skills and identify the career path that interests you most.

Qualifications:

• 1+ year of experience in client service, operations, administrative support, or financial services; RIA or wealth management experience is a plus.
• Bachelor’s degree in Finance, Business, Accounting, Economics, or a related field preferred.
• Strong organizational skills and attention to detail.
• Comfortable managing multiple priorities in a collaborative, fast-paced environment.
• Strong communication skills and a genuine interest in building relationships with clients and colleagues.
• Proficiency with Microsoft Office, particularly Excel, Word, and Outlook.
• Curiosity, initiative, and a desire to learn and grow within a team.

Why This Opportunity?

If you’re a CSA who has been thinking, “What’s next for me?”, this is the kind of opportunity worth exploring.

You’ll get true mentorship, exposure to experienced advisors and operations professionals, and a clear opportunity to grow into a more senior role. Whether your long-term goal is Operations, Wealth Management, or ultimately becoming an Advisor, the firm is willing to invest in your development and help you get there.

For additional information or questions about this opportunity, reach out to Jennifer Fukumae via email or LinkedIn.

Compensation

$75,000.00-$80,000.00 Yearly

About Us

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 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.

© 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 and Privacy Notice.