Client Service Associate

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POST DATE 9/12/2016
END DATE 10/24/2016

Parker and Lynch San Francisco, CA

Parker and Lynch
Job Classification
Full Time
Company Ref #
Required Licenses/Certifications
San Francisco, CA
Job Type
AJE Ref #


span span style='color:#000000;background-color:transparent;font-family:Times New Roman;font-size:12pt;font-weight:normal;font-style:normal;'   br My client, a top investment management firm in San Francisco, CA is seeking a qualified Client Services Associate to assist their wealth management team.  The position will focus on working directly with clients with $25M or more in investable assets, executing and reconciling trades and other related transactional work.  This position is salaried.  There is a lot of opportunity for growth within the firm in San Francisco and in other global cities!   br   br Client Service Associate Qualifications: br • One + years + Financial services industry experience, client services/financial advisory experience preferred br • Bachelor’s degree and strong academic background br • Excellent verbal communication and presentation skills required br • Series 7 and 66 registration preferred not required br   br For immediate consideration, please e-mail Alexis Bokos directly at with “Client Services Associate” in the subject heading.   br /span br /span