Job Description
Description
If interested, please reach out to Jennifer Fukumae on LinkedIn for quickest consideration!
Established wealth management firm serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is seeking a Client Service Associate to join its growing team in the Peninsula/San Francisco area. This role offers exposure to sophisticated financial planning, investment management, and client relationship support within a collaborative environment.
Responsibilities
+ Support and maintain relationships with high-net-worth clients
+ Coordinate and execute new client onboarding
+ Partner with attorneys, accountants, and other client advisors
+ Assist with strategic planning initiatives including concentrated stock, estate planning, philanthropy, and 10b5-1 plans
+ Provide portfolio reporting, analytical, and relationship management support
+ Collaborate across teams to deliver a hig...
If interested, please reach out to Jennifer Fukumae on LinkedIn for quickest consideration!
Established wealth management firm serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is seeking a Client Service Associate to join its growing team in the Peninsula/San Francisco area. This role offers exposure to sophisticated financial planning, investment management, and client relationship support within a collaborative environment.
Responsibilities
+ Support and maintain relationships with high-net-worth clients
+ Coordinate and execute new client onboarding
+ Partner with attorneys, accountants, and other client advisors
+ Assist with strategic planning initiatives including concentrated stock, estate planning, philanthropy, and 10b5-1 plans
+ Provide portfolio reporting, analytical, and relationship management support
+ Collaborate across teams to deliver a hig...