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Client Operations Associate
Robert Half Finance & Accounting
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Coronado, United States
Location
Coronado
Posted
June 03, 2026
Commute
Local Area
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Job Description
Description
We are seeking a candidate with deep familiarity and hands-on experience using Schwab Advisor Center, including account onboarding, asset transfers, cash movement, document management, and day-to-day custodial operations. Candidates who can efficiently and confidently navigate these processes are strongly encouraged to apply.
In addition, the ideal candidate will demonstrate:
+ Dependability and ownership β Proactively follows through on responsibilities and ensures tasks are completed without oversight
+ Intellectual curiosity and adaptability β Quickly learns new systems, tools, and workflows
+ Career ambition β Interested in developing into a senior client service or operations leadership role over time
+ Professionalism and discretion β Comfortable working with high-net-worth clients and coordinating with external advisors
Key Responsibilities
+ Provide ongoing client service support, including acc...
We are seeking a candidate with deep familiarity and hands-on experience using Schwab Advisor Center, including account onboarding, asset transfers, cash movement, document management, and day-to-day custodial operations. Candidates who can efficiently and confidently navigate these processes are strongly encouraged to apply.
In addition, the ideal candidate will demonstrate:
+ Dependability and ownership β Proactively follows through on responsibilities and ensures tasks are completed without oversight
+ Intellectual curiosity and adaptability β Quickly learns new systems, tools, and workflows
+ Career ambition β Interested in developing into a senior client service or operations leadership role over time
+ Professionalism and discretion β Comfortable working with high-net-worth clients and coordinating with external advisors
Key Responsibilities
+ Provide ongoing client service support, including acc...