Robert Half International Director of Operations Client Service - Family Office UHNW in San Francisco, California
For more information and consideration, please contact Lisa Friedrich at 415 434 1900 or [email protected]
Disclaimer: This position requires an active Series 7 66 License (or 63 65)
Our client is a Multi-Family Office for Ultra High Net Worth Clientele, located in the Financial District of San Francisco. The size of a client account it $60 million +.
The Director of Client Services Operations will be reporting directly to the founders of the firm, and manage a team of 9 staff members ranging from Client Service to Operations professionals. This Director position will be wearing multiple hats, such as "Head of Client Service", driving efficiencies and improving the operational infrastructure, mentoring and training the staff members and support the Directors with the onboarding of large new client acocunts.
The ideal candidate has 8+ years of strong Wealth Management Client Service Operations experience, leadership experience (or the strong potential to step into a leadership role) and MUST HAVE active series 7 and 66 (or 63 65).
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.
Apply for this job now or contact our nearest office at 844.539.2523 for additional information.
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.
© 2018 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans
Location: San Francisco, CA
Date Posted: December 5, 2018
Employment Type: Full-time
Job Reference: 00412-0010756937
Staffing Area: Full-Time Accounting & Finance