Job Description
Job Description
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 of Client Service Associates, fostering a collaborative and high-performing culture.
- Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.
- Monitor team performance, identify opportunities for process improvement, and implement operational best practices.
- Partner with branch leadership on strategic initiatives, resource planning, and operational execution.
- Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.
- Manage branch workflows, priorities, and operational resources to support business objectives.
- Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.
- Support hiring, onboarding, coaching, and ongoing development of team members.
- Assist with budget oversight and branch operational planning.
- 2+ years of leadership experience within Wealth Management or Financial Services.
- Previous experience managing or mentoring a client service or operations team.
- Active Series 7 and Series 63 licenses required.
- Strong leadership, communication, and relationship-building skills.
- Executive presence with the ability to communicate effectively with Financial Advisors, C-suite executives, and high-net-worth clients.
- Excellent organizational, time management, and problem-solving abilities.
- Experience improving operational processes and driving team performance.
- Working knowledge of investment operations, brokerage products, and regulatory requirements.
- Proficiency with Microsoft Office Suite and Salesforce.
- Client-first mindset with a commitment to delivering exceptional service.
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.