Client Service Associate

5 days ago


San Francisco, California, United States JOHN KING CHAINS USA INC Full time
Job Summary

The Private Wealth Management Professional will play a key role in delivering exceptional client service and support to ultra-high net worth clients. This individual will assist in developing and implementing customized solutions for clients across lifestyle management, philanthropy, investments, financial operations, and wealth planning.

Responsibilities
  • Provide high-touch, proactive service in delivering solutions for all aspects of client relationships
  • Assist with timely communication and execution of financial planning strategies
  • Partner with internal teams to implement operations for client matters
Requirements
  • Bachelor's degree with a minimum 3.2 GPA
  • Organized and detail-oriented with ability to manage and complete multiple tasks simultaneously
  • Strong communication skills both written and verbal
  • Excellent interpersonal skills, enthusiasm, and a strong aptitude for learning
Benefits
  • Comprehensive Medical, Dental and Vision Insurance
  • Life and disability insurance coverage as well as family and wellness benefits
  • A matching 401(k) program
  • Commuter Benefits program
Estimated Salary Range: $90,000 - $100,000 per year

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