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© All Rights Reserved. ApplyBlast.com
Genie Matthews & Associates
The Client Service Associate supports financial advisors by handling daily administrative tasks, preparing presentations, and managing client information and account applications. The role requires a bachelor's degree, at least two years of financial services experience, and strong technical and communication skills.
Headquarters
Murrells Inlet, South Carolina, United States
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 Genie Matthews & Associates.
Genie Matthews & Associates didn’t post a salary, so this is our estimate from similar listings.
12% below the average for this role
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