Senior Client Service Associate, Private Wealth

Jordan Park Group; San Francisco (CA); On-site; USD 100,000 - 135,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

401k participation with employer contribution

Generous paid time off

Commuter benefits program

Fitness Reimbursement

Annual Professional Development Stipend

Job summary

Jordan Park Group is seeking an Associate/Senior Associate in Client Service based in San Francisco. This role involves providing exceptional service to clients, facilitating complex onboarding, and managing client inquiries. The ideal candidate will have over four years of experience in client service within financial services and possess strong organizational and problem-solving skills. The expected salary range is $100,000 - $135,000 per year, plus benefits including full medical coverage, 401k participation, and generous paid time off.

Qualifications

• 4+ years in client service or operations in financial services, preferably private wealth management.
• Service-oriented mindset focused on helping others.
• Ability to manage multiple priorities and deadlines.

Responsibilities

• Provide exceptional service and anticipate client needs.
• Support complex client onboarding and investment processes.
• Manage client inquiries and escalate complex issues.

Skills

Client service experience

Organizational skills

Proactive mindset

Problem-solving skills

Attention to detail

Education

Bachelor's degree

Tools

Salesforce

Job description

Jordan Park Group is seeking an Associate/Senior Associate in Client Service based in San Francisco. This role involves providing exceptional service to clients, facilitating complex onboarding, and managing client inquiries. The ideal candidate will have over four years of experience in client service within financial services and possess strong organizational and problem-solving skills. The expected salary range is $100,000 - $135,000 per year, plus benefits including full medical coverage, 401k participation, and generous paid time off.