Senior Client Associate — Wealth Management Support

A leading financial institution in Palo Alto is seeking a Senior Client Associate to enhance client experiences through exceptional wealth management services. This role involves managing onboarding and account maintenance while collaborating closely with Financial Advisors. Successful candidates will possess a Bachelor's degree, relevant licenses, and strong communication skills. Join a dynamic team committed to delivering innovative financial solutions in a fast-paced environment and embrace opportunities for career growth. #J-18808-Ljbffr