About this role
About the Role A Client Operations Specialist is sought by a dynamic Registered Investment Advisor firm in San Francisco. This role supports the wealth management process and offers real potential for career advancement toward a Lead Advisor role within a collaborative, client-focused team.
What You'll Do
- 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 client financial documents to assess their current financial position.
- Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.
What We're Looking For
- Bachelor's degree in Business, Accounting, Finance, Economics, or a related field preferred.
- 1+ year of experience in client service, operations, or administrative support, ideally within a Registered Investment Advisor or financial services environment.
- Proficiency with Microsoft Office Suite, including Excel, Word, and Outlook.
- Experience with financial technology platforms.
- Strong organizational and communication skills with the ability to manage multiple priorities and collaborate with internal teams and clients.
Compensation & Benefits
- Salary: $75,000 - $80,000 per year plus bonus
- 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 the company 401(k) plan.