Student Veterans of America Jobs

Welcome to SVA’s jobs portal, your one-stop shop for finding the most up to date source of employment opportunities. We have partnered with the National Labor Exchange to provide you this information. You may be looking for part-time employment to supplement your income while you are in school. You might be looking for an internship to add experience to your resume. And you may be completing your training ready to start a new career. This site has all of those types of jobs.

Here are a few things you should know:
  • This site is mobile friendly. You do not need a log-in or password to access information.
  • Jobs on this site are original and unduplicated and come from three sources: the Federal government, state workforce agency job banks, and corporate career websites. All jobs are vetted to ensure there are no scams, training schemes, or phishing.
  • The site is refreshed daily to remove out-of-date content.
  • The newest jobs are listed first, so use the search features to match your interests. You can look for jobs in a specific geographical location, by title or keyword, or you can use the military crosswalk. You may want to do something different from your military career, but you undoubtedly have skills from that occupation that match to a civilian job.
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Job Information

Robert Half Operations Manager in San Mateo, California

Description

*Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

Our client excels in delivering outstanding financial solutions, crafted precisely to suit each client's unique requirements. They boast an extensive array of investment offerings and services, spanning from Comprehensive Financial Planning and Advisory accounts to expert management of Annuities, Life insurance, brokerage accounts and more.

Operations Manager

San Carlos

Base + Discretionary Bonus

Responsibilities:

  • Manage new client onboarding, financial planning workflow, and account opening.

  • Ensure efficient account transfers and effective client communication.

  • Establish statement consolidations, e-delivery, and online access.

  • Track required minimum distributions and enforce compliance.

  • Update client information in systems and follow up on service items.

  • Participate in appointment review meetings and manage CRM.

  • Develop and maintain operational systems/checklists.

  • Monitor account notifications and process paperwork.

  • Manage office checks and referrals, including marketing campaigns.

  • Maintain website/social media and client correspondence files.

  • Delegate tasks, train new members, and conduct check-ins.

  • Conduct performance reviews and identify process improvements.

  • Ensure compliance documentation and advertising approval.

  • Attend events to provide superior client service.

    Requirements

Qualifications:

  • 3+ years leading teams; Financial Services background preferred

  • Motivational leader with proactive client service focus

  • Exceptional organization, time management, and attention to detail

  • Thrives in high-pressure environments with multiple tasks and tight deadlines

  • Proficient in Microsoft Office suite and contact management databases; RedTail CRM proficiency desirable

  • Strong phone and email communication abilities

Why work here?

  • Work-life balance: 8 hour work day, no late nights or weekend shifts!

  • Cozy work setting

  • Ability to really get to know your clients

  • Health benefits, vision, 401k match

*Please contact Michelle Espejo via LinkedIn or email for fastest consideration for this opportunity.

Feel free to reach out if you have any questions or if you are interested in similar opportunities.

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.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

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