Client Service Associate – San Francisco, California

at Selby Jennings
Location San Francisco
Date Posted May 13, 2021
Category Call Centre / CustomerService
Job Type Not Specified


A global private bank is seeking a Client Service Associate to join their rapidly growing team. This individual will be directly supporting senior financial advisors by assisting clients with their investment products. These private clients will range from high net worth to ultra high net worth in terms of their investable assets. Prior experience supporting an advisor in a financial institution and working with international clients, specifically in Asia is highly preferred for this role.

Some other responsibilities may include (not are not limited) too:

  • Responding to client inquiries for information about products and services tailored to their specific portfolio.
  • Prior experience working in Private Wealth Management and assisting HNW and UHNW clients.
  • Maintaining a database of client information for advisors.
  • Successfully meeting clients needs and assisting with conflict resolution by analyzing client concerns.
  • Adapting to a fast-paced environment by providing support to multiple financial advisors within the bank.

Additional qualifications:

  • Series, 7, 66 (or 63 and 65)
  • 3-5 years of experience in Private Wealth Management
  • Fluent in Mandarin is preferred