Top Operations & Support Jobs in San Francisco, CA

Provide daily client service and administrative support to Financial Advisors/Private Wealth Advisors, handling money movements, account onboarding and maintenance, client inquiries, digital tool enrollment, scheduling, travel/expense processing, and participation in firm initiatives to support advisor teams and client relationships.

Lead and supervise branch Support and Service Professionals, drive service excellence, coach and onboard staff, partner with sales and risk teams, manage operational tasks (client inquiries, expense tracking), implement process improvements, and support the Market Business Service Officer on service initiatives and training.

Provide client-facing service and administrative support to Financial Advisors and teams: execute transactions, onboard and maintain accounts, answer account queries, manage calendars and travel, prepare expense reports, support marketing and digital tools, and participate in firm initiatives.

Provide high-touch client service and administrative support to Financial/Private Wealth Advisors: execute money movements, onboard and maintain accounts, answer non-investment inquiries, assist with documentation and digital tool enrollment, manage calendars/travel/expenses, support marketing and firm initiatives, and maintain compliance with policies and procedures.

Provide high-level administrative support to senior investment banking professionals: manage complex global calendars, coordinate client meetings and events, draft communications and presentations, arrange domestic and international travel, process expenses, maintain records, use administrative and AI tools to streamline workflows, and support team operations and special projects with discretion and sound judgment.