Job Details

Wealth Management Client Services Associate

  2026-01-12     Powertofly     San Francisco,CA  
Description:

A leading financial services firm is looking for a Client Service Associate in San Francisco. This role focuses on providing exceptional service to clients, supporting Financial Advisors by managing client accounts, processing requests, and maintaining relationships. The ideal candidate will possess strong interpersonal and organizational skills, have a willingness to obtain required licenses, and ideally have two or more years of industry experience. This position offers a base pay range of $34,320 to $90,000 depending on experience and qualifications.

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