Jordan Park Group

Jordan Park Group

Associate / Senior Associate, Client Service - SF

San Francisco, California, United States · Senior

Sponsorship not specified$100k-$135kDetected 79 days ago
ComplianceSalesforceOrganizational Skills

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

  • We are looking for an Associate / Senior Associate on our Client Service team in San Francisco to support the growth of our firm.
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This listing is sourced directly from Jordan Park Group's careers page and normalized into a canonical job model.