Location
San Francisco, CA, United States
Posted
July 12, 2026
Job Description
Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Client Operations Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus
Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients.
The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits.
Responsibilities
+ Serve as a primary contact for client service and account maintenance
+ Support account openings, transfers, money movement, and other client requests
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Client Operations Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus
Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients.
The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits.
Responsibilities
+ Serve as a primary contact for client service and account maintenance
+ Support account openings, transfers, money movement, and other client requests