Perigon Wealth Management is seeking a Private Client Associate to join the Client Service team in San Francisco. The role supports Wealth Managers with day-to-day operations, account administration, and high-touch client service.
You will interact with Private Wealth Advisors, open new accounts, process transfers, maintain data in CRM and portfolio systems, and help prepare for quarterly and annual meetings.
#J-18808-LjbffrPrivate Wealth Client Services Associate in san francisco at Unknown Company
This position is listed as full time and onsite.