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Client Services and Operations Manager

Robert Half

This is a Contract position in Hillsborough, CA posted September 22, 2020.

Ref ID: 00412-0011490507 Classification: Client Services Manager Compensation: $70000.00 to $90000.00 yearly Please send resume to Client base is mainly retired individuals / households.

They don’t do a lot of planning proposals, clients mostly come to EH to roll over their retirement funds to help their clients manage the assets and maximize for fixed income and cash flow.

400 Households and $250M AUM, impressive book of business for a lean run firm.

Decades of expertise.

They were actively doing a lot of retirement seminars pre-covid.

401k roll overs, Social Security, distribution specialists, income for life.

• This role will be a support role for the Lead Advisor and VP for the firm.

• Series 7 and 66 are preferred to have.

• A strong detail orientation is a must
• For managed accounts – they use Schwab and TD Ameritrade.

• Knowledge with Index annuities and variable annuities and some life insurance would be great to have
• The use Redtail laser app and Bill Good for CRM system.

• Familiarity with morning star would be a plus
• They have a proprietary income planning tool.

• It is not a requirement or expectation to be meeting clients, but if it is a desire for this person, they can include some of this responsibility.

Job Requirements:
• 3 years of wealth management experience
• Knowledge of 401k plans, Insurance, Annuities, Fixed Income
• Enjoys supporting clients with their retirement portfolios and really seeing the impact of their work on a daily basis.

• Series 7 and 66 preferred.

• High attention to detail.

Send your resume to Robert Half Finance & Accounting matches skilled finance and accounting professionals in the areas of accounting, bookkeeping, finance, audit, taxation and more on a full-time basis.

Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities — fast.

By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.

From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work.

Our company has appeared on FORTUNE’s “Most Admired Companies” list every year since 1998.

Download our mobile app to take your job search on the go Contact your local office at 888.490.5461 or visit 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.

© 2020 Robert Half Finance & Accounting.

An Equal Opportunity Employer M/F/Disability/Veterans By clicking ‘Apply Now’ you are agreeing to Robert Half Terms of Use .

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