3 associate finance shared services jobs found

For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience. In this role, you will oversee daily branch operations while leading a team of Client Service Associates . You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities Lead, mentor, and develop a team...

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . We are partnering with a rapidly growing investment firm in the San Francisco Bay Area seeking a Operations Associate to support the firm’s day-to-day business operations. This is a highly visible, hands-on role offering significant variety, autonomy, and the opportunity to take on increasingly complex responsibilities over time. Business & Operations Manage relationships and day-to-day coordination with external service providers and business partners. Review, reconcile, and maintain operational files, reports, and documentation. Coordinate wires and other financial transactions in accordance with established processes and controls. Manage contracts, including key dates, renewals, and documentation. Support recurring operational processes and identify opportunities to improve efficiency. Partner with internal stakeholders and...

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . Location: Alamo, CA Salary: $85,000 - $100,000 Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management . Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities Provide day-to-day administrative and operational support to two Wealth Advisors. Serve as a primary point of contact for client service requests, ensuring timely and...