BakerAvenue is a San Francisco-based wealth management firm seeking a Client Service Associate to support the Wealth Advisory and Operations teams in delivering an exceptional client experience.
Ideal candidates will have 3+ years in client-focused operations, strong communication skills, and experience with Salesforce. This hybrid role requires in-office presence Monday-Wednesday in the Bay Area.
#J-18808-LjbffrWealth Client Service Associate - Hybrid (SF Bay Area) in san francisco at Unknown Company
This position is listed as full time and hybrid.