Wealth Management Client Experience Associate

A global financial services firm is looking for a Private Wealth Management Client Service Associate in San Francisco. This role provides exceptional client support and assists Financial Advisors with various tasks, including managing client relationships and executing transaction requests. The ideal candidate is detail-oriented, possesses strong organizational and client service skills, and is willing to pursue relevant financial licenses. This position offers a base pay ranging from $16.50 to $43.27 per hour, depending on individual qualifications.
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