Client Associate Salaries in San Francisco Bay Area, CA

A client-centric mindset and consistently acts in the clients’ best interests. Undergraduate degree or equivalent practical experience.

$90,000 - $105,000 a year

Decisions will be determined on a case-by-case basis. We are excited to offer a competitive total rewards package which includes health and welfare benefits,…

$35,600 - $66,200 a year

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

Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers. Prepare various administrative deliverables which…

$31.20 - $40.80 an hour

Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering…

$75,000 - $90,000 a year

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