Wealth Management Client Service & Operations Associate
$85k - $95kThriving Asset Management
Thriving Asset Management in Palo Alto is seeking a Senior Administrative Associate focused on Investment Operations. This full-time, on-site role supports financial advisors, manages client accounts, and handles documentation to ensure regulatory compliance. The ideal candidate has 5+ years in client services, strong communication, and familiarity with financial systems; Series 7/66 preferred, bachelor's in finance or related field; base salary $85,000-$95,000. #J-18808-Ljbffr Thriving Asset Management
Vacancy posted 3 days ago
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