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Client Associate - San Jose

Company: Local Staffing
Location: San Jose
Posted on: November 22, 2021

Job Description:

Description Please reach out to Chris Fusco via LinkedIn with your updated to be considered for the opportunity below. Our client is top-tier investment management firm with around $4 billion in assets under management and an impressive long-term performance record. For over 30 years, the firm has provided disciplined portfolio management for individuals, retirement accounts, trusts, family offices, corporations, endowments and foundations across separately managed accounts and mutual funds. Portfolios are managed with a strict focus on valuation, margin of safety, portfolio concentration, investment flexibility and longterm perspective. We are seeking a Client Associate to join the firm in its San Francisco Bay Area office. This individual will support the finance (accounting and tax) needs of both the management company and fund entities. As well as work directly with and support the wealth advisory team in a client-focused, team-centered environment under the direction of the Director of Wealth Management. Requirements 1 years of experience working in wealth management, financial planning, accounting, law firm, or other financial service organization Must have or obtain a Series 65 license within 3 months of employment Excellent communication skills, strong organizational skills, attention to details and time management Perks and work life balance are important to the company, and they are very committed to providing amazing benefits for employees and their families, comprehensive medical, and a fantastic PTO policy. For details on salary, benefits, and more, please reach out to Chris Fusco via LinkedIn with your updated resume to be considered for the opportunity below.

Keywords: Local Staffing, San Jose , Client Associate - San Jose, Other , San Jose, California

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