Client Associate Salaries in San Francisco, CA

Founded in 1969, Bailard is an independent, values-based asset and wealth management firm distinguished by our entrepreneurial roots and majority employee…

$90,000 - $105,000 a year

Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers. In addition to federal law requirements, Brighton…

$31.20 - $40.80 an hour

Backup reception and phones when needed. Interface with custodians and other professional interested parties on behalf of clients to complete client…

$90,000 - $120,000 a year

8 days ago

Applies analytical thinking and knowledge of data analysis tools and methodologies. Appropriately assess risk when business decisions are made, demonstrating…

$61,280 - $109,280 a year

4 days ago

(individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual…

$75,000 - $90,000 a year

Assist Financial Advisors with problem resolution of account opening, maintenance items and other inquiries related to client onboarding, servicing and client…

$130,000 - $175,000 a year