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Wealth Management Financial Services

Senior Client Services & Alternative Investments Ops

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Claire Myers Consulting
Full Time position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in San Francisco is seeking a detail-oriented professional to manage alternative investments and client service operations. The role involves coordinating funding and servicing, as well as maintaining account accuracy. Candidates should have 5-8 years of experience in wealth management operations, strong attention to detail, and excellent communication skills. This position offers high autonomy and the chance to significantly impact a growing firm.
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Position Requirements
10+ Years work experience
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