Client Service Associate
Threadline Wealth · San Francisco, CA · 6 days ago
OTHRFull-time
Responsibilities
- Client communications
- Meeting coordination
- Onboarding
- Service request processing
- Data management
- Presentation support
- Follow-up
Requirements
Success in this role requires strong organization, communication, judgment, and the ability to manage multiple priorities in a fast-paced environment.
Benefits
We anticipate a hybrid work arrangement, with regular in-office collaboration expected approximately 1–3 days per week. Remote work flexibility is supported, along with occasional travel.