Network Recruiting
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
Richardson, Texas, United States
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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 Network Recruiting.
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