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© All Rights Reserved. ApplyBlast.com
Whittier Trust Company
The Client Advisory Associate supports Client Advisors with account management and business development responsibilities for personal trust and investment management accounts. This role is critical in meeting the needs of clients, trust beneficiaries, and their advisors while delivering Whittier Trust's high-touch service model. The position involves coordinating daily account transactions, investment activities, and tax-related payments to ensure accurate and timely service delivery.
Less complexity. Boundless possibilities with Whittier Trust. Tailored strategies for high-net-worth individuals, families, businesses, and foundations. SPEAK TO AN ADVISOR Who We Are Your Partner in Multigenerational Wealth Management At Whittier Trust, we have been guiding individuals, families, and foundations toward financial success for over 35 years. Who We Are Your Partner in Multigenerational Wealth […]
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Whittier Trust Company.
22% above the average for this role