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Private Trust & Wealth Advisory Associate
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-18
Listing for:
Whittier Trust Company
Full Time
position Listed on 2026-07-18
Job specializations:
-
Sales
Client Relationship Manager, Business Development
Job Description & How to Apply Below
Whittier Trust Company in San Francisco is seeking a Client Advisory Associate to support Senior Client Advisors with account management and business development. This role focuses on personal trust and investment management accounts, requiring meticulous attention to client needs.
The successful candidate will manage daily account transactions, prepare reports, and ensure high-quality service delivery across various client interactions. The position offers a competitive salary range of $75,000 to $90,000 annually, coupled with comprehensive benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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