Wealth Management Client Services Associate

A leading global wealth management firm is seeking a Client Associate in San Francisco. The role involves managing client information, educating clients on services, preparing reports, and organizing marketing events.Candidates should ideally have 1–3 years in client service, Series 7 and 66 licenses, and a Bachelor's degree in Finance or Economics. This full-time position offers competitive pay, and a supportive work environment with opportunities for growth. #J-18808-Ljbffr