Client Relationship Associate

Client Relationship Associate- Growing RIA | San Ramon | Onsite DayJennifer Fukumae with Robert Half's Financial Services Division is partnering with a well-established and expanding RIA in San Ramon that is seeking a Client Relationship Associate to support their advisory and investment teams.

This is a great opportunity for someone who thrives in a fast-paced, detail-driven environment, enjoys working behind the scenes to keep operations running smoothly, and wants to be part of a firm that offers strong mentorship and long-term stability.

What You'll DoAct as the central hub for trade execution, processing advisor-submitted requests with accuracy and speedManage and execute 40-80 trades daily across platforms such as Schwab and FidelityEnsure data accuracy and clean trade entry across all transactionsCollaborate directly with custodians' trading desks to resolve discrepancies and execution issuesMonitor daily trading activity and escalate any operational or risk-related concernsPartner with the investment team on reporting, ad hoc analysis, and process improvementsHelp enhance and streamline trading workflows as the firm continues to scale