Wealth Management Client Services 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

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.