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Wealth Management Client Services Associate

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 34320 - 90000 USD Yearly USD 34320.00 90000.00 YEAR
Job Description & How to Apply Below
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.
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Position Requirements
10+ Years work experience
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