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Personal Wealth Group: Client Service Associate
The Advisory Group of San Francisco is a fee-only wealth management firm that works primarily with business owners, professionals, and women going through divorce. Our team approach allows for collaboration and insights shared across our Personal Wealth team, delivering a tailored client experience to our clients. We are seeking a Client Service Associate to support our advisory team. The successful candidate will possess a genuine, client-centric attitude and a desire to learn and grow within a small team investment advisory firm. If you love connecting with clients, multi-tasking, have a commitment to excellence, and want to be an important part of a growing team, then you may be a great fit for this role. This position could be performed remotely; our headquarter
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