8a7883c67f28b4a1017f4b51b3431257
Legacy Wealth Management is seeking a Client Associate to join their expanding team in Denver, CO. This role focuses on building and maintaining strong client relationships, assisting with new client acquisition, and providing comprehensive account management and investment operations support. The ideal candidate will collaborate with senior advisors to deliver exceptional service and support business development efforts.
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 8a7883c67f28b4a1017f4b51b3431257.