Client Relationship Manager - Tight Knit Team

Employment Type

: Full-Time


: Accounting

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Ref ID: 00412-9502594537

Classification: Client Relationship Manager - Tight Knit Team

Compensation: DOE

For more information or an expedited hiring process please send updated resume to Charlie O'Brien at

Our client is a privately-held, registered investment advisory firm located in Oakland, California. In addition to providing Investment Management services, they also offer comprehensive Financial Planning and Career/Life Coaching.

Additional company features include:
• Registered Investment Advisor with approximately $500 Million under management
• Small family owned and run
• Average tenure of employee's is 8 years!

Excellent opportunity to join a tight knit team and family business!

Compensation and Benefits highlights:
1. Base salary subject to annual reviews/increases
2. Bart Pass or Parking is covered by the firm!
3. 4 weeks PTO that starts to accumulate from date of hire.
4. Strong health benefits

Job Requirements:
Relationship Manager Key Requirements:
- 3+ years of Wealth Management and/or Client Services experience
- Ability to connect with people and make them feel comfortable. Can’t be shy around clients.
- Must be somebody that really genuinely likes people and wants to help build that bond between the company and the client.
- Assist with setting up client meetings for advisors, running reports, taking notes during client meetings, making sure the CRM is updated with pertinent client information and changes.
- Active listening for anything that a client may need.

For more information or an expedited hiring process please send updated resume to Charlie O'Brien at

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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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

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