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© All Rights Reserved. ApplyBlast.com
wilsonworkforcesolutions
The Client Service Associate supports financial advisors by handling daily administrative tasks, preparing presentations, and managing client information and account processes. The role involves using tools such as PowerPoint, financial planning software, CRM systems, and Schwab Advisor Center to ensure accurate and compliant client service.
Headquarters
Pittsburgh, Pennsylvania, United States
Company Size
1-10 employees
Founded
2020
Wilson Workforce Solutions is a boutique recruiting and career coaching firm focused on "the right people for the right roles." They help companies find talent with intention through tailored recruiting services, while supporting job seekers with resume guidance, interview preparation, and career coaching. Their approach emphasizes personalized, high-touch support for both employers and candidates to improve hiring fit and career outcomes.
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 wilsonworkforcesolutions.
wilsonworkforcesolutions didn’t post a salary, so this is our estimate from similar listings.
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