Job Description
Description
Client Relationship Associate– Growing RIA | San Ramon | Onsite Day
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a well-established and expanding RIA in San Ramon that is seeking a Client Relationship Associate to support their advisory and investment teams.
This is a great opportunity for someone who thrives in a fast-paced, detail-driven environment, enjoys working behind the scenes to keep operations running smoothly, and wants to be part of a firm that offers strong mentorship and long-term stability.
What You’ll Do
+ Act as the central hub for trade execution, processing advisor-submitted requests with accuracy and speed
+ Manage and execute 40–80 trades daily across platforms such as Schwab and Fidelity
+ Ensure data accuracy and clean trade entry across all transactions
+ Collaborate directly with custodians’ trading desks to resolve discrepancies and execut...
Client Relationship Associate– Growing RIA | San Ramon | Onsite Day
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a well-established and expanding RIA in San Ramon that is seeking a Client Relationship Associate to support their advisory and investment teams.
This is a great opportunity for someone who thrives in a fast-paced, detail-driven environment, enjoys working behind the scenes to keep operations running smoothly, and wants to be part of a firm that offers strong mentorship and long-term stability.
What You’ll Do
+ Act as the central hub for trade execution, processing advisor-submitted requests with accuracy and speed
+ Manage and execute 40–80 trades daily across platforms such as Schwab and Fidelity
+ Ensure data accuracy and clean trade entry across all transactions
+ Collaborate directly with custodians’ trading desks to resolve discrepancies and execut...