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Private Trust & Wealth Advisory Associate

$75k - $90k

Whittier Trust Company

Whittier Trust Company in San Francisco is seeking a Client Advisory Associate to support Senior Client Advisors with account management and business development. This role focuses on personal trust and investment management accounts, requiring meticulous attention to client needs. The successful candidate will manage daily account transactions, prepare reports, and ensure high-quality service delivery across various client interactions. The position offers a competitive salary range of $75,000 to $90,000 annually, coupled with comprehensive benefits. #J-18808-Ljbffr Whittier Trust Company

Vacancy posted 2 days ago
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