Wealth Management Client Services & Operations Associate

Evergreen Gavekal; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

A financial advisory firm in San Francisco is seeking an Associate to support client services and account maintenance in wealth management. This role involves preparing reports, coordinating private investments, and managing client accounts. Ideal candidates are proactive and detail-oriented, with 2 to 5 years of experience in investment advisory or asset management. Expected responsibilities include client service tasks and reporting, ensuring accuracy and efficiency in processes.

Qualifications

• 2 to 5 years experience with a registered investment advisor or investment/asset management firm.
• Ability to work well under pressure and analyze quantitative and qualitative data.
• Interest in streamlining processes.

Responsibilities

• Support client service-related functions and account maintenance.
• Generate reports and upload them to the client portal.
• Coordinate with private investment managers and maintain manual client accounts.

Skills

Strong verbal and written communication skills

Attention to detail

Ability to prioritize tasks

Proactive and works well with minimal supervision

Job description

A financial advisory firm in San Francisco is seeking an Associate to support client services and account maintenance in wealth management. This role involves preparing reports, coordinating private investments, and managing client accounts. Ideal candidates are proactive and detail-oriented, with 2 to 5 years of experience in investment advisory or asset management. Expected responsibilities include client service tasks and reporting, ensuring accuracy and efficiency in processes.