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