Wealth Management Client Services Associate

PowerToFly; San Francisco (CA); On-site; USD 34,320 - 90,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunity for career advancement

Supportive work environment

Job summary

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.

Qualifications

• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 licenses.
• Two or more years of industry experience preferred.

Responsibilities

• Cultivate and enhance client relationships through active communication.
• Onboard and maintain client accounts.
• Input orders and discuss options with clients.

Skills

Interpersonal skills

Organizational skills

Detail oriented

Client service skills

Computer skills

Teamwork

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job 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.