Location
San Francisco, CA, United States
Posted
July 21, 2026
Job Description
Description
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
Job Title: Client Operations Specialist
Location: San Francisco; Hybrid
Salary: $75-80k + Bonus
Robert Half is teaming up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven Client Operations Specialist. If you're looking for a place where you can grow in Operations or take the path towards a Lead Advisor role, this is the perfect opportunity! Join a collaborative, client-focused firm that values community engagement and offers real potential for career advancement.
Responsibilities:
+ Collaborate with the Advisory Group and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.
+ Collect and organize client data, including personal and financial goals, to support comprehensive planning.
+ Review and analyze...
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
Job Title: Client Operations Specialist
Location: San Francisco; Hybrid
Salary: $75-80k + Bonus
Robert Half is teaming up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven Client Operations Specialist. If you're looking for a place where you can grow in Operations or take the path towards a Lead Advisor role, this is the perfect opportunity! Join a collaborative, client-focused firm that values community engagement and offers real potential for career advancement.
Responsibilities:
+ Collaborate with the Advisory Group and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.
+ Collect and organize client data, including personal and financial goals, to support comprehensive planning.
+ Review and analyze...