Operations Associate at Thriving Wealth Management Firm
Company: Robert Half
Location: San Ramon
Posted on: January 30, 2026
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Job Description:
Job Description Job Description Reach out to Michelle Espejo via
email or LinkedIn for additional information or questions. Senior
Operations Associate | Thriving Wealth Management Firm | Danville|
Hybrid This firm manages hundreds of millions in AUM and partners
with high-net-worth clients to deliver strategies that truly make
an impact. In this role you will support Senior Advisors in all
aspects of financial planning and wealth management. This role
requires a proficient knowledge of financial planning principles, a
history of client relationship management, and a capacity to
multitask in a busy environment. To fit in this role, we are
looking for someone who can demonstrate critical thinking,
problem-solving, and decision-making abilities. The firm actively
supports your professional development with FINRA sponsorships and
CFP study programs, while also offering mentorship, a collaborative
culture , and a strong commitment to work-life balance .
Responsibilities Act as a high-level project manager and strategic
partner Join client meetings, take notes, and follow up on action
items. Manage client communication and provide high-level support.
Help onboard new clients and strengthen relationships Engage
directly with clients — no investment recommendations at first, but
you’ll be a trusted contact. Manage the CRM and track client
interactions. Communicate with custodians, Broker-Dealers, and
partners. For fastest consideration, reach out to Michelle Espejo
via email or LinkedIn. 3–6 years at a wealth management firm with
experience in client services, operations, investment management,
client strategy, and/or financial planning . MUST have Wealth
Management Experience, no exceptions Proficiency with the Schwab
and Orion is strongly preferred. Software preferences: eMoney ,
Redtail, AssetMark Experience supporting advisors and client
relationships Experience managing operations, client associates,
associate advisors (plus) Detail-oriented, professional, and
relationship-driven Interested? Reach out to Michelle Espejo via
email or LinkedIn. Michelle is a Permanent Placement Recruiter at
Robert Half Financial Services .
Keywords: Robert Half, Rancho Cordova , Operations Associate at Thriving Wealth Management Firm, Accounting, Auditing , San Ramon, California
