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Wealth Management Client Services & Operations Associate

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: Transitions Wealth Advisors
Full Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A wealth management firm is seeking a motivated associate in San Jose. The role supports lead advisors in client operations and involves preparing paperwork, maintaining client information, and developing professional relationships. Ideal candidates should have a 4-year degree and 1-3 years of relevant experience, along with strong communication and detail-oriented skills. The company offers a competitive salary, comprehensive benefits, and a collaborative workspace culture.
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Position Requirements
10+ Years work experience
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