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Client Services Representative
Client Services RepresentativeRobert Half • San Jose, CA, United States
Client Services Representative

Client Services Representative

Robert Half • San Jose, CA, United States
[job_card.variable_hours_ago]
[job_preview.job_type]
  • [job_card.permanent]
[job_card.job_description]

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.

Client Service Associate | Wealth Management | San Jose| Hybrid | Base + Bonus

Join a thriving wealth management firm known for its rapid growth, exceptional service, and innovative technology. The firm offers great career development opportunities , competitive compensation, and a supportive, team-oriented environment.

Responsibilities

  • Providing excellent service to clients.
  • Helping out in client meetings.
  • Keeping up-to-date with client documentation.
  • Adhering to regulatory rules.
  • Processing client transactions accurately and punctually.
  • Assisting in web calls and international banking support.

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn .

Requirements

  • 3+ years experience in wealth management (no exceptions).
  • A history of job stability.
  • Willingness to work on-site in San Jose.
  • Excellent communication and problem-solving skills.
  • Familiarity with tools like Fidelity, Schwab, Salesforce, and Microsoft Office suite.
  • Series 7 and 65 licenses are a plus, but not necessary

    • Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn . Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.

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    Client Service Representative • San Jose, CA, United States

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