Wealth Management Client Services Associate

A leading financial services firm seeks a Private Client Investment Associate to provide exceptional client service and operational support to Private Client Advisors. This role involves managing operational requests, fostering client relationships, and ensuring compliance with regulations. Candidates must hold a valid Series 7 license and may need to obtain additional certifications. Strong organizational and communication skills are essential. The position is based in San Francisco, California. #J-18808-Ljbffr