END DATE October 24, 2016

Client Service Associate

Parker and Lynch - San Francisco, CA

This job is no longer active. View similar jobs
View Job Summary View Job Summary
  • Company
    Parker and Lynch Parker and Lynch
  • Location
    San Francisco, CA
  • Job Type
  • Job Classification
    Full Time
  • Salary Range
    $65000.00 - $85000.00 per year
  • Company Ref #
  • AJE Ref #
  • Number of Positions
  • Required Licenses/Certificates

Job Description

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 alexis.bokos@parkerlynch.com with “Client Services Associate” in the subject heading.   br /span br /span