Wealth Management Client Services Specialist

An independent investment advisory firm is seeking a professional for their San Francisco office. This role focuses on client service and account maintenance, requiring proficiency in handling client accounts, generating reports, and managing private investments. Ideal candidates will have 2 to 5 years of experience at a registered investment advisor or similar firm, demonstrate strong communication skills, and possess meticulous attention to detail. The salary ranges from $100,000+ depending on experience.