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© All Rights Reserved. ApplyBlast.com
The Millstone Evans Group
The Client Service Advisor supports client relationships and oversees day-to-day account administration to ensure a high standard of service throughout the client journey. This role involves partnering with clients and internal teams to handle requests efficiently, maintain accurate records, and drive seamless execution of account activities. The position contributes to strengthening client relationships and supporting the firm's continued growth through exceptional service and operational excellence.
The Millstone Evans Group is a dedicated team of experienced and caring financial and investment professionals who are dedicated to serving as your financial partners for life.
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 The Millstone Evans Group.