Private Client Service Associate $120K + Bonus

Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!💰 Private Client Service Associate | $100K–$120K + Bonus + Profit Sharing📍 San Francisco | Hybrid 🚀 Established Investment Firm | Wealth Management | Excellent BenefitsI’m working on an opportunity with a well-respected investment management firm overseeing individually managed accounts and mutual funds. The firm is looking for a Private Client Service Associate to join its growing Private Client Group.This is an excellent opportunity for someone with a financial services or investment operations background who enjoys building relationships, solving problems, and delivering a high-touch client experience.You’ll gain exposure to a broad range of responsibilities, work with advisors across the firm, and build valuable expertise in private client services.💡 What You’ll DoSupport existing and prospective clients with account servicing and day-to-day requestsCoordinate new account openings, account maintenance, transfers, cash movements, and other transactionsProvide operational support to mutual fund shareholdersPrepare client meeting materials, portfolio reports, and follow-up itemsCoordinate with custodians, transfer agents, advisors, and internal teamsMaintain accurate client records and documentation while following compliance proceduresResearch account discrepancies, resolve processing issues, and escalate exceptions when neededHelp improve workflows, procedures, and processes as the team grows