Associate, Wealth Management
$95,000–$115,000 year
Hybrid · San Francisco, California, United States
Job Summary
Associate in Wealth Management supports Partners with operational tasks such as money movement, account creation/maintenance, ad hoc project management, and portfolio performance updates; interact with clients regarding transactions, participate in educational sessions to expand knowledge of markets; uphold compliance standards and client privacy; opportunity for upward mobility within a meritocratic firm; requires a Bachelor’s degree and 1-2+ years of relevant experience, strong organizational and communication skills, and familiarity with Salesforce.
Required Qualifications
- Bachelor’s degree is required
- 1-2+ years of relevant work or internship experience preferred
- Exceptional organizational skills and attention to detail
- Ability to think critically and anticipate issues
- Exceptional verbal and written communications skills
- Good relationship-building skills both inside and outside of the organization
- Ability to work in a fast-paced, high-volume, high-pressure environment
- Experience with Salesforce is a plus
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