Top 277 Banking advisor Jobs in San Francisco, Ca

Client Service Associate - NR
Stifel —San Francisco, CA
- $56,000 - $75,000 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Private Wealth Management Client Service Associate
Morgan Stanley —San Francisco, CA
- $35,152 - $90,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Registered Private Wealth Client Associate
Bank of America —San Francisco, CA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
6d
Venture Banking Credit Analyst (Summer 2026 Start)
Stifel —San Francisco, CA
- $80,000 - $100,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- Dental insurance
Associate / Senior Associate, Client Service - SF
Jordan Park Group —San Francisco, CA
- $100,000 - $135,000 a year
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Health insurance
Sr Investment Associate
Northern Trust Corp. —San Francisco, CA
- $85,330 - $145,130 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Operations Coordinator
Stifel —San Francisco, CA
- $51,300 - $68,400 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Implementation Architect
Prelim —San Francisco, CA
- $130,000 - $140,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Communication skills
- Dental insurance
- 401(k)
Administrative Assistant
Financial Technology Partners —San Francisco, CA
- $75,000 - $85,000 a year
- Full-time
- Microsoft Excel
- Writing skills
- Mid-level
Client Service Manager
CIBC —San Francisco, CA
- $90,000 - $110,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- Mid-level
- Health savings account
- Health insurance
Business Solutions Advisor - Greater San Francisco Market area
Bank of America —San Francisco, CA
- $26.00 - $34.67 an hour
- Full-time
- Bilingual
- Mid-level
- Office
Asset & Wealth Management, Private Family Office, Financial Planner, Associate - San Francisco
Goldman Sachs —San Francisco, CA
- $75,000 - $160,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Customer Success Manager, Higher Education
Anthropic —San Francisco, CA
- $200,000 - $265,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Parental leave
- Flexible schedule
Investment Banking Associate
GP Bullhound —San Francisco, CA
- $132,300 a year
- Email
- Mid-level
- Office
- Finance
Private Wealth Management Client Service Associate - Proficiency: Mandarin
Morgan Stanley —San Francisco, CA
- $34,320 - $90,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Citi Private Bank - UHNW Banker - San Francisco & Palo Alto
Citi —San Francisco, CA
- $200,000 - $300,000 a year
- Full-time
- Hybrid work
- 11+ years
- Office
- Master's degree
- Paid holidays
- Disability insurance
Associate, Client Advisory
Jordan Park Group —San Francisco, CA
- $125,000 - $150,000 a year
- Mid-level
- 3 years
- Finance
- Commuter assistance
- Health insurance
Immigration Specialist, M&A
Anthropic —San Francisco, CA
- $235,000 - $300,000 a year
- Hybrid work
- Office
- 8 years
- Bachelor's degree
- Parental leave
- Flexible schedule
Commercial Counsel, Platform & Marketplace
Anthropic —San Francisco, CA
- $265,000 - $320,000 a year
- Hybrid work
- Office
- 8 years
- Presentation skills
- Parental leave
- Flexible schedule
Senior Private Banker
BMO Financial Group —San Francisco, CA
- $122,400 - $228,000 a year
- Full-time
- 7 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement

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Client Service Associate - NR

Stifel -
San Francisco, CA

Apply Now

Job Details

Full-time
$56,000 - $75,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Life insurance
Prescription drug insurance

Qualifications

Administrative experience
High school diploma or GED
Clerical experience

Full Job Description

Why Stifel:

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing:

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).

What We're Looking For:

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
Provide reports and other information to FA(s), as requested.
Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

What You'll Bring:

Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Education & Experience:

Minimum Required: High School Diploma or equivalent
Minimum Required: 2 years clerical/related industry

Licenses & Credentials:

Minimum Required: None

Systems & Technology:

Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Compensation Range: Salary: USD $56,000.00/Yr. - USD $75,000.00/Yr.

Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. About Stifel:

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

Apply Now

Refine Your Search

banking advisor jobs in san francisco, ca

Client Service Associate - NR

Private Wealth Management Client Service Associate

Registered Private Wealth Client Associate

Venture Banking Credit Analyst (Summer 2026 Start)

Associate / Senior Associate, Client Service - SF

Sr Investment Associate

Operations Coordinator

Implementation Architect

Administrative Assistant

Client Service Manager

Business Solutions Advisor - Greater San Francisco Market area

Asset & Wealth Management, Private Family Office, Financial Planner, Associate - San Francisco

Customer Success Manager, Higher Education

Investment Banking Associate

Private Wealth Management Client Service Associate - Proficiency: Mandarin

Citi Private Bank - UHNW Banker - San Francisco & Palo Alto

Associate, Client Advisory

Immigration Specialist, M&A

Commercial Counsel, Platform & Marketplace

Senior Private Banker

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