Job Description
Description
🚨 Client Service Associate | Wealth Management | San Francisco, CA
If interested, please connect and send a message to Jennifer Fukumae on LinkedIn.
Jennifer Fukumae with Robert Half is partnering with a highly reputable Wealth Management firm overseeing $70B+ in client assets to identify a Client Service Associate for their growing San Francisco office.
This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment.
This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services.
Key Responsibilities:
• Provide daily client service and operational support across a high-net-worth client base
• Serve as a liaison between Wealth Advisors, Portfo...
🚨 Client Service Associate | Wealth Management | San Francisco, CA
If interested, please connect and send a message to Jennifer Fukumae on LinkedIn.
Jennifer Fukumae with Robert Half is partnering with a highly reputable Wealth Management firm overseeing $70B+ in client assets to identify a Client Service Associate for their growing San Francisco office.
This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment.
This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services.
Key Responsibilities:
• Provide daily client service and operational support across a high-net-worth client base
• Serve as a liaison between Wealth Advisors, Portfo...