Ref ID: 02575460

Classification: Business Analyst

Compensation: $55000.00 to $70000.00 yearly

Wealth Management Associate
Robert Half Finance and Accounting is seeking a well driven Wealth Management Associate to join one of their clients! Do you aspire to a career in wealth management, providing holistic advice including tax, planning and investment services? Would you value working for a collaborative team that puts clients first? If yes, we believe you would be an outstanding fit as an Associate on our Wealth Management team.

For immediate consideration, please reach out to Bill Watts at Ext 48120 or email

-Assist Wealth Management advisors with on-boarding of new clients: customizes our standard contract with new client information, obtains all appropriate forms from custodian and works with each new client to ensure accurate completion, and coordinate submission with the custodian for processing
-Serve as on-going liaison between advisors and custodian, managing account openings and maintenance paperwork
-Support advisors by organizing and preparing needed meeting and marketing materials, quarterly reporting and other client mailings
-Organize and maintain client files and all key custodian documents
-Provide assistance with “practice management” related data gathering, tracking and reporting
-Proactively interact with clients and assist in creating a spectacular client experience
-Assist with the timely completion and submission of all client related transaction requests
-Manage and administer the quarterly client reporting process
-Organize and maintain the CRM system (Salesforce), reporting, and filing systems

Job Requirements:
-Team player who welcomes feedback with the goal of continuous improvement
-Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills
-Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time
-Proficiency in technology/applications a must – experience with Addepar, eMoney, Salesforce and Excel preferred
-0-2 years experience in financial services preferred.
-Bachelor’s degree preferred but not required

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.

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