Robert Half Finance & Accounting CSA - Series 7 licensed - Wealth Management in San Francisco, California
Are you highly motivated, ambitious, and looking for career progression in the financial services industry? Do you have strong communication and organizational skills? Located in a high rise office in the San Francisco financial district, our client is a high producing wealth management practice with over $500B AUM that is looking to grow their team. Offering holistic training programs and diversified investment products, the firm provides choice and flexibility to its employees and clients. We are seeking a Series 7 licensed Client Service Associate who will be responsible for: -Providing exceptional client service support -Establishing new accounts and processing deliveries/payments -Maintaining records based on regulatory requirements -Assisting the business activities of the Financial Advisor -Providing investment advice and perform calls to potential clients under the directive of the Financial Advisor and securities licensing Send your resume 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: 00412-9500205884
Functional Role: Portfolio Administrator
City: San Francisco
Postal Code: 94111
Requirements: -MUST have Series 7 (Series 63 or 66 a plus) -1+ years of brokerage experience -Good communicator and organized