Wealth Management Seasonal Client Associate (FP) - Private Wealth San Francisco Market

The Wealth Management Seasonal Client Associate will provide client service support to multiple Financial Advisors, ensuring excellent client service, timeliness, accuracy, and completeness in client materials, and promoting the bank's offerings to deepen client relationships.

Requirements

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
• Demonstrates a client-centric mindset, always acting in the best interest of the client
• Has the ability to learn and adapt to new information and technology platforms

Benefits

• Paid time off
• 401k Matching