Client Associate

Jobtailor; San Francisco (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor is seeking a dedicated colleague with a career path in wealth management. If you are an energetic self-starter, you will contribute to a collegial, open‑door team environment and grow with us.

Ideal candidates bring a client‑centric mindset, strong communication, and exceptional attention to detail. You should be comfortable multitasking, solving problems creatively, and collaborating with colleagues to serve clients using Microsoft Office tools.

Qualifications

• A deep interest in wealth management or client‑focused experience.
• Client-centric mindset; acts in clients' best interests.
• Strong operational and client service skills.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• Ability to multitask to meet deadlines.
• Critical and creative problem‑solving.
• Team player with relationship building.
• Strong work ethic and initiative.
• Proficiency in Microsoft Office

Skills

Client service

Attention to detail

Communication skills

Multitasking

Critical thinking

Teamwork

Operational skills

Personal initiative

Education

Undergraduate degree

Tools

Microsoft Office Suite

Job description

We are seeking a colleague who is dedicated to a career in wealth management. If you are an energetic self‑starter interested in being a vital part of our team, we offer the opportunity to work in a collegial, open‑door environment.

Requirements

• A deep interest in wealth management or experience working in a client focused/service‑oriented role, even if not specifically in the industry.
• A client‑centric mindset and consistently acts in the clients’ best interests
• Strong operational and client service skills
• Excellent written and verbal communication skills
• Strong attention to detail
• Capacity to multitask with competing priorities to meet deadlines
• Capability to think critically and creatively problem‑solve
• Ability to work well in a team to build and foster relationships internally and externally
• Outstanding work ethic, personal initiative, and a goal‑oriented mindset
• Proficiency in Microsoft Office suite of applications
• Undergraduate degree or equivalent practical experience

Core Competencies

Demonstrates a client‑centric mindset with strong operational and client service skills, complemented by excellent communication abilities and attention to detail. Capable of multitasking and fostering relationships in a team‑oriented environment while maintaining a goal‑oriented approach.

Tools & Technologies

• Microsoft Office Suite