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Bank Customer Service Financial Services

Wealth Client Services Associate

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Services
Salary/Wage Range or Industry Benchmark: 34320 - 90000 USD Yearly USD 34320.00 90000.00 YEAR
Job Description & How to Apply Below
A leading financial services company in San Francisco is seeking a Registered Client Service Associate. This role is pivotal in providing exceptional service to clients and supporting Financial Advisors in their daily operations. The ideal candidate will possess strong interpersonal skills and a solid understanding of financial services products. Responsibilities include executing transactions, maintaining client relationships, and assisting with onboarding.

The role requires a high school diploma, industry certifications, and previous experience in a similar capacity. Competitive salary and excellent benefits included.
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Position Requirements
10+ Years work experience
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