Jordan Park Group
Associate / Senior Associate, Client Service - SF
San Francisco, California, United States · Senior
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About the role
- Providing exceptional service while anticipating client needs and concerns, and proactively delivering solutions for all aspects of client relationships
- Supporting complex client onboarding and investment account opening processes including subscription documentation for private investments
- Participate in working with custodian service teams to facilitate client activity
Responsibilities
- Creating and maintaining client and partner data n Salesforce and other systems
- Manage multiple priorities simultaneously
Requirements
- Have 4+ years of experience in professional client service or operations work in financial services
- Have 4+ years of experience in professional client service or operations work in financial services; preferably within private wealth management, either with an RIA or with a multi-family office
Nice to have
- Bachelor's degree preferred
Skills
- Are proactive and possess strong follow-up and organizational skills
Compensation
- Annual Professional Development Stipend
- Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks.
- We apply a total reward philosophy when determining compensation terms.
- The expected base salary for this role in San Francisco, California will range from $100,000 - $135,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
Company info
- Our mission is to enhance lives and legacies.
- We are looking for an Associate / Senior Associate on our Client Service team in San Francisco to support the growth of our firm.
This listing is sourced directly from Jordan Park Group's careers page and normalized into a canonical job model.