Jobs · OTHR · California

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.

Similar jobs

Client Service Associate

Stifel Financial Corp.Boston, MA· 1 mo ago
Customer Service$40k/yrapply on careers-stifel.icims.com