Top Tech Jobs & Startup Jobs in San Francisco, CA

The Registered Client Service Associate supports Financial Advisors in enhancing client relationships, executing transactions, providing service coverage, and managing administrative tasks. They must ensure exceptional client service and stay up-to-date on financial products and services.

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.

The Registered Client Service Associate supports Financial Advisors by managing client relationships, executing transactions, and providing administrative and service support.

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.

Drive institutional fundraising and client growth across the West Coast by developing asset-owner relationships, positioning public and private market investment solutions, partnering with consultant relations and investment teams, and supporting fund marketing. The role requires strong institutional sales expertise, investment acumen, communication skills, and FINRA Series 7 and 63 licenses. It also includes mentoring junior professionals and traveling as needed.

Provides client service and administrative support to Financial Advisors and Private Wealth Advisors. Responsibilities include processing money movements and orders, maintaining client accounts, answering account inquiries, onboarding clients, supporting digital tools, coordinating calendars and meetings, preparing expense reports, handling office tasks, and assisting with team marketing and business plans. Requires financial services knowledge, active securities licenses, strong organization, communication, and Microsoft Office skills.

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.

Supports financial advisors and private wealth teams with client service, account transactions, meeting preparation, follow-up tracking, financial planning, portfolio reporting, research, and business development activities. The role also assists with digital and in-person marketing, client communications, seminars, and firm initiatives while maintaining compliance with policies and platforms.