Wealth Management Client Services Analyst — Hybrid
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-08-01
Listing for:
Syon Capital
Full Time
position Listed on 2026-08-01
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
Syon Capital, a San Francisco-based multi-family office, is hiring a full-time Client Services Analyst to support client relationships and financial operations. This role emphasizes timely client communication, collaborative teamwork, and hands-on processing of account activities.
The position operates in a hybrid schedule, with in-office Mondays through Thursdays and remote Fridays. Ideal candidates have 3–4 years in a client-facing financial services role, a Bachelor’s degree (3.0 GPA), FINRA
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