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Client Relationship Manager

Wealth Client Services Specialist

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Cerity Partners LLC
Full Time position
Listed on 2026-01-17
Job specializations:
  • Business
    Client Relationship Manager
Job Description & How to Apply Below
A leading financial advisory firm in San Francisco is seeking a Client Service Associate to support clients and advisors by managing administrative tasks, processing account openings, and ensuring CRM data accuracy. The ideal candidate will have 1-3 years of experience, strong organizational, communication, and time management skills.

This role offers comprehensive benefits, including health insurance from day one and opportunities for professional development. Join a dedicated team that prioritizes client relationships and long-term financial growth.
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