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Robert Half Logo Robert Half · IT - Administration

Senior Client Service Associate

United States, San Francisco · Job Posted July 03, 2026
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Job Description

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.

Job Responsibility

  • 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

Requirements

  • 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

What we offer

  • medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • free online training
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