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Client Service Associate/ Wealth Management

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Innovations PSI

2021-12-03 12:38:34

Job location San Francisco, California, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Our client is in need of a Client Service Associate/ Wealth Management. We are looking for a polished candidate capable of sophisticated client service to assist with a variety of functions including financial planning and portfolio management.


Requirements (include, but are not limited to):

  • BA in Finance or related field
  • Strong collaborative skills, analytical skills, & great attention to detail
  • Must be willing to work market hours
  • Series 7 and 66 certifications are a plus but not a must

Please submit your resume for additional details and full job description.

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