Associate / Senior Associate, Client Service - SF
Core
Provide exceptional client service and support complex onboarding and investment account processes for a private wealth management firm.
Role type
Senior IC client service associate
Builds
Client relationships and investment accounts
Domain
Private wealth management / Financial services (via careerplan.io/jobs/5536505004-associate-senior-associate-client-service-sf-at-jordanparkgroup)
Deliverable
client delivery
Required skills
Client relationship management, Private investment onboarding, Custodian coordination, Stakeholder liaison (accountants, attorneys), Salesforce data management, Regulatory compliance, Cash position management
Preferred skills
Experience in RIA or multi-family office, Bachelor's degree