Wealth Management Client Services & Operations Associate
Evergreen Gavekal
A financial advisory firm in San Francisco is seeking an Associate to support client services and account maintenance in wealth management. This role involves preparing reports, coordinating private investments, and managing client accounts. Ideal candidates are proactive and detail-oriented, with 2 to 5 years of experience in investment advisory or asset management. Expected responsibilities include client service tasks and reporting, ensuring accuracy and efficiency in processes. #J-18808-Ljbffr Evergreen Gavekal
Vacancy posted 2 days ago
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