Client Services Associate
San Francisco, California • $90,000-$110,000
About the Company:
Our client is a boutique wealth management firm providing customized investment strategies for high-net-worth individuals.
Responsibilities:
- Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning
- Prepare and attend presentations for existing clients and for potential new clients
- Collaborate with senior team members to resolve client requests or issues
- Prepare reporting for internal meetings relating to clients, prospects, and investment managers
Requirements:
- Bachelor’s degree required
- 1-3 years of experience at an asset/wealth management firm
- Comfortable in client-facing settings
- Strong communication skills
- Proficient in Excel and PowerPoint
Salary Range:
$90,000-$110,000
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