Top Operations & Support Jobs in San Francisco, CA

Provides client service and administrative support to Financial Advisor teams. Responsibilities include processing money movements and orders, maintaining client accounts, answering account questions, onboarding clients, supporting digital tools, coordinating calendars and meetings, managing travel and expenses, maintaining documentation, and assisting with marketing and business plans. Requires financial services knowledge, active securities registrations, strong organizational and interpersonal skills, and advanced Microsoft Office proficiency.

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.

Provides client service and administrative support to financial advisors and private wealth advisors. Responsibilities include processing money movements and orders, answering account questions, onboarding and maintaining client accounts, educating clients on digital tools, coordinating calendars and meetings, preparing expense reports, maintaining documentation, and supporting advisor marketing and business plans. Requires strong organizational, interpersonal, client service, and financial services knowledge, along with active securities registrations.

Provides administrative and operational support for a wealth management branch, including expense management, event coordination, invoicing, HR processes, facilities, office administration, technology projects, compliance activities, and management initiatives. Serves as a liaison among branch leadership, employees, vendors, internal business partners, and complex management. Maintains records, calendars, supplies, business continuity plans, and regulatory-related processes while supporting multiple branch locations as needed.

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 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.