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.



  • 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



  • 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: 






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