Robert Half International Client Onboarding Analyst - Growing Investment Manager in San Rafael, California


For immediate consideration, please email your resume to [email protected]

Our client works with independent registered investment advisers, multi-family offices, family offices, consultants, and some of the largest broker-dealer teams in the country. They take excess cash balances in their clients’ portfolios and invest it in their own proprietary Separately Managed Accounts (SMAs). This is an individually managed portfolio that can be custom designed for tax efficiency, socially responsible indexing, etc. They're a very savvy shop and are looking to grow their Client Implementation team again! Seeking a Client Implementation Analyst! They are more than just a money manager. Offering focused expertise in the public equity space and providing their clients both the analytical and consulting support to craft equities portfolios specifically for each investor. Our client has emerged as a leader in their field. They are an 80+ employee firm that manages over $25 billion in assets.

Duties and Responsibilities * Support client implementation and the broader Client Experience team in handling all daily activities, new account setups, new intermediary and platform onboardings, and account transitions—including custodian changes, name changes, tax ID changes, account splits/consolidations, etc. * Communicate with custodians, banks, intermediaries, and brokers to resolve issues and respond to various requests in a timely and professional manner, and escalate potential client issues/concerns to manager. * Participate in projects to enhance the client experience, streamline operations, automate processes, and minimize errors. * Act as subject-matter expert on a wide range of client issues and internal processes, as they relate to client implementation processes.

Sells * 100% of healthcare is paid for single employee – 40% spouse and dependents * Summer flex schedule – leave at 1:00pm every other week. * Flex vacation – take time off when you need (average employee PTO is 20 days + holidays) * Great work culture – friendly colleagues, nice office. ** Firm is growing like crazy! Upward mobility can lead to Operations, Business Development and even Portfolio Management roles. They encourage their employees to apply for open roles even if they are unqualified so they can gauge their interest and help steer them in that direction if they show an aptitude and willingness to learn.


For immediate consideration, please email your resume to [email protected]

Required Skills/Experience * BA/BS required. * Perform duties with confidence, minimal supervision, and a sense of urgency. * Minimum 2+ years’ experience in an investment management firm. * Background in or understanding of financial markets, including knowledge of current market trends and competitive landscape. ** Demonstrate a strong work ethic and a willingness to do what it takes solve complex problems and/or resolve complex client requests.

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

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Location: San Rafael, CA

Date Posted: February 13, 2019

Employment Type: Permanent

Job Reference: 00412-9501772462

Staffing Area: Full-Time Accounting & Finance