Robert Half Finance & Accounting RIA that has grown 5x in less than 5 years seeking CSA in Menlo Park, California
Would you like to be part of a high performing Investment Management team that has grown its assets from under $2B to over $10B in less than 5 years? The team's investors including entrepreneurs, corporate executives, real estate, law firms, private equities, and partners in venture capital (minimum account size of $10M). Our client, located in Menlo Park, is looking for a highly motivated Senior Client Associate who can be responsible for: -Managing client relationships and providing customized financial strategies for existing and prospective clients -Working closely with the Managing Director to support functions such as portfolio analysis, account creation and maintenance, and organizing meetings -Interacting with clients to support all aspects of their servicing needs including client inquiries and managing follow up communication and materials Send your resume directly to Dexter.Lam@roberthalffs.com to apply!
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 FORTUNE® 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 roberthalf.com/finance 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.
Equal Opportunity Employer M/F/Disability/Vet
Req ID: 00412-9500191020
Functional Role: Portfolio Administrator
City: Menlo Park
Postal Code: 94025
Requirements: -1+ years of related experience -Hungry, motivated, and humble -Highly organized with attention to detail -Willing to GROW the business