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Senior Private Client Services Specialist

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Cox Worldwide Funds plc
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 130000 - 185000 USD Yearly USD 130000.00 185000.00 YEAR
Job Description & How to Apply Below

Cox Worldwide Funds plc is seeking a skilled Client Service Associate located in San Francisco. The successful candidate will coordinate with various departments to manage client relationships for high net worth investors. Responsibilities include serving as the primary contact for clients, managing account transitions, and coordinating legal reviews.

Ideal candidates will possess a four-year college degree and at least five years of experience in client services. Salary for this position ranges from $130,000 to $185,000, accompanied by comprehensive benefits including full healthcare coverage and a substantial retirement plan.

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Position Requirements
10+ Years work experience
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