Wealth Management Client Services Specialist
evergreen gavekalMillbrae, CA
$100,000 per year
Apply nowWealth Management Client Services Specialist
L5
evergreen gavekalMillbrae, CAyesterday
$100,000 per year
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAn independent investment advisory firm is seeking a professional for their San Francisco office. This role focuses on client service and account maintenance, requiring proficiency in handling client accounts, generating reports, and managing private investments. Ideal candidates will have 2 to 5 years of experience at a registered investment advisor or similar firm, demonstrate strong communication skills, and possess meticulous attention to detail. The salary ranges from $100,000+ depending on experience.
Apply now
Level
SeniorL5
Salary
$100,000 per year
Location
Millbrae, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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