Bradford Consulting
The Client Service Associate supports financial advisors by handling daily administrative tasks, preparing presentations, and managing client information and account applications. This role involves working with CRM systems, financial planning software, and ensuring compliance with industry regulations while providing high‑net‑worth clients with exceptional service.
Headquarters
Fort Worth, Texas, United States
Bradford Consulting — Hero Section Bradford Consulting Before we source a single candidate, we answer one question: What does this person need to accomplish in their first year to make you say — without hesitation — that was exactly the right hire? Bradford Consulting brings Achievement-Based Hiring™ to Gulf Coast and Mid-Continent energy operators, midstream
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 Bradford Consulting.
Bradford Consulting didn’t post a salary, so this is our estimate from similar listings.
4% below the average for this role
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6 Degrees