8a78826751d3645501521809b9c50bfd
Wealth Trac Financial LLC is seeking a detail-oriented Client Service Administrator in Franklin, MI, to ensure a smooth and comfortable client experience within a fast-paced financial firm. The role focuses on supporting the Financial Advisor, managing client relationships, and maintaining office operations to exceed client and regulatory expectations. This position offers the opportunity to make a direct impact on clients' financial freedom while working with a fiduciary-focused wealth management team.
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
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