SPG
A Client Service Associate at a wealth management firm supports financial advisors by managing client accounts, preparing documentation, and using financial planning software. The role involves administrative tasks, CRM management, and financial planning support.
Headquarters
Salt Lake City, Utah, United States
Company Size
51-200 employees
Founded
2001
SPG COMPANY maintains an online presence at spgcompany.com, presented on a Squarespace-powered site. The branding is evident from the site title and the logo asset, signaling a modern, design-conscious brand. The current page lacks descriptive copy about offerings, suggesting the site may be in branding or launch mode or that details live elsewhere. If you share the company’s focus or product lines, I can tailor a precise 3–4 sentence profile.
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 SPG.
56% above the average for this role
Client Service Associate Wealth Management
Innovate Talent Management
Client Service Associate Wealth Management
Management Performance Associates
Client Service Associate Wealth Management
Sun Recruiting
Client Service Associate Wealth Management
True North Consultants, Inc.
Client Service Associate Wealth Management
Zaddy Solutions
Client Service Associate Wealth Management
SSG