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
MFG Professionals
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.
MFG Professionals is a specialized recruiting firm delivering skilled talent solutions for manufacturing businesses across operations, engineering, and support services functions such as HR, IT, supply chain, quality assurance, and finance. They focus on precision recruiting tailored to the unique demands of manufacturing environments, including throughput, safety, quality, and cost pressures. Their goal is to connect high-impact candidates with critical roles to strengthen and elevate organizational performance.
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 MFG Professionals.
MFG Professionals didn’t post a salary, so this is our estimate from similar listings.
28% 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