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© All Rights Reserved. ApplyBlast.com
Accounting Search LLC
A Client Service Associate supports financial advisors in delivering comprehensive wealth management services to high-net-worth clients and institutions. The role involves managing client accounts, processing financial documentation, and maintaining accurate 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
Elk Grove Village, Illinois, United States
Recruiting Firm specializing in Accounitng and Financial positions and backgrounds
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 Accounting Search LLC.
Accounting Search LLC didn’t post a salary, so this is our estimate from similar listings.
29% below the average for this role
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