Wealth Management: Client Associate, SF | Flexible Hours

A global wealth management firm in San Francisco is seeking a client service associate to manage client information and support account services. Applicants should have a Bachelor’s degree in Finance or Economics and ideally over a year of experience in client service. The role involves educating clients, preparing reports, and maintaining marketing materials. This position offers a salary range of $70,000 to $75,000 with potential bonuses and flexible working options. #J-18808-Ljbffr