The Keystone Distinction Group
The Client Service Associate supports financial advisors by handling daily administrative tasks, preparing presentations, managing client data, and processing account applications. The role requires a bachelor's degree, at least two years of financial services experience, and strong technical and communication skills.
Headquarters
Hamilton, Montana, United States
The Keystone Distinction Group, LLC is a specialized recruiting and executive search firm focused on the manufacturing industry. They help companies fill difficult-to-fill positions, whether due to growth, key employee replacement, or business scaling. They also assist candidates in making strategic career moves by identifying and presenting ideal opportunities.
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 Keystone Distinction Group.
The Keystone Distinction Group didn’t post a salary, so this is our estimate from similar listings.
16% below the average for this role
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