Client Operations & Wealth Support Specialist
Brio Financial Group
Brio Financial Group is seeking a Client Operations Specialist in San Francisco to support the day-to-day servicing of clients and maintain accounts. You will assist the Associate Wealth Advisor, Wealth Advisor, and Founder, handling client requests and ensuring timely processing of paperwork. The role requires coordinating meetings, updating the CRM, and maintaining client files in Box, with a focus on accuracy and proactive communication for Advisors and clients alike. #J-18808-Ljbffr Brio Financial Group
Vacancy posted 2 days ago
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