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© All Rights Reserved. ApplyBlast.com
Desert Financial Services
The Client Service Assistant supports Financial Advisors and the Wealth Management program by handling administrative, operational, and client service tasks such as paperwork processing, calendar management, and call handling. The role also involves preparing for client meetings and events, maintaining records, and ensuring compliance with regulatory requirements.
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 Desert Financial Services.
Desert Financial Services didn’t post a salary, so this is our estimate from similar listings.
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