Client Services Associate - San Jose

Only for registered members San Jose, United States

4 weeks ago

Default job background
$70,000 - $80,000 (USD)

Job summary

We are an independent wealth management firm seeking a motivated associate to support client operations. The ideal candidate is a team player eager to grow their career in wealth management and will assist advisors via daily interaction with clients. The primary role will be in operations to support the lead advisors via their daily interaction with the firm’s clients.
  • Provide support to advisor team and assist in servicing the firm's client households.
The ideal candidate thrives being part of an intimate team and enjoys the camaraderie of being in-office together 4 days/week.
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