Client Service Manager / Operations Manager

Client Services Manager / Director

Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Client Services Manager / Director at a Wealth Management Firm. This is a full-time permanent role based in San Francisco with a hybrid schedule.

Our client, a respected SEC-registered RIA managing ~$2 billion in assets, is seeking a Client Service Manager to lead a high-performing team in a collaborative, fast-paced environment.

This role offers a comprehensive benefits package, including fully paid healthcare, 401(k) with generous contributions, paid lunches, a gym stipend, and the potential for equity after three years. The firm fosters a culture of innovation, internal growth, and exceptional client service.

Responsibilities :

Lead and mentor a team of four Client Service professionals

Oversee transactions, ensuring accuracy and compliance

Coordinate with custodians and third-party data providers

Optimize resources and support advisors across locations

Improve workflows for onboarding, account maintenance, and investments

Requirements :

7+ years in client service or operations at an RIA

Proven leadership and team management experience

Expertise in Schwab, Fidelity, Addepar, and CRM tools such as Salesforce

Strong communication skills and attention to detail

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.