Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Client Operations Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus
Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients.
The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits.
Responsibilities

+ Serve as a primary contact for client service and account maintenance

+ Support account openings, transfers, money movement, and other client requests