What are the responsibilities and job description for the Client Service Accountant position at Robert Half?
ABOUT THE ORGANIZATIONJoin a respected private family office that provides comprehensive financial services to high-net-worth, multi-generational clients. With a collaborative team, the organization delivers investment management, financial planning, tax compliance, and philanthropic support with a focus on long-term value and trusted relationships.THE ROLEThe Client Services Accounting Associate plays a key role in supporting the financial operations of individuals, trusts, and entities. This position is responsible for managing transactions, preparing financial reports, and partnering across departments to deliver accurate and timely client service.RESPONSIBILITIESManage accounts payable, journal entries, and reconciliationsPrepare financial statements and cash forecastsAnalyze bank, brokerage, and credit card accountsReview investment valuations and other balance sheet itemsCommunicate directly with clients, estate managers, and vendorsCollaborate with internal teams on reporting and asset managementSupport innovation and process improvementsBENEFITSCompetitive compensationMedical, dental, and vision coverage401(k) with employer match and annual contributionPaid parental leave and child care stipendFlexible time off and paid medical leaveEducation assistance and volunteer support programs NOTE: Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
Salary : $100,000 - $120,000
Senior Client Service Associate
CIBC Private Wealth Advisors, Inc. -
San Francisco, CA
