ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
SourcePro Search
A Client Service Associate supports financial advisors in delivering comprehensive wealth management services to high-net-worth clients and institutions. The role involves daily business administration, including account opening, documentation processing, and maintaining accurate client records in compliance with industry regulations. This position requires strong relationship management skills and proficiency in financial planning software to contribute to client success.
Headquarters
New York, New York, United States
Company Size
1-10 employees
Founded
2019
SourcePro Search is a staffing and recruiting firm specializing in direct hire, temp-to-hire, and executive search services. They connect corporate clients with top-tier talent across multiple industries and are trusted by more than 50 companies. Their services range from individual placements to medium-sized staffing contracts of 30 or more personnel.
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 SourcePro Search.
SourcePro Search didn’t post a salary, so this is our estimate from similar listings.
29% below the average for this role
Client Service Associate – Financial Planning
ACCOUNTING FIRM CPA
Client Service Associate – Financial Planning
Network Recruiting
Client Service Associate – Financial Planning
USA Staffing Network
Client Service Associate – Financial Planning
yourtalentteam
Client Service Associate – Financial Planning
Acloché
Client Service Associate – Financial Planning
ACCOUNTING FIRM CPA