Client Service Associate Wealth Management
KLA Industries
About this role
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 ensuring compliance with industry standards.
Skills
Qualifications
About KLA Industries
klaindustries.comKLA Industries, Inc. is a recruitment firm focused on plastics manufacturing talent. They specialize in identifying, recruiting, and placing top professionals across the plastics industry. As leaders in plastics manufacturing recruiting, they bring industry-specific knowledge to match manufacturers and suppliers with skilled candidates. Their services cover the entire plastics sector, helping companies fill roles across operations, engineering, and technical disciplines.
About KLA Industries
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for KLA Industries.
Salary
$50k – $60k
per year
More jobs at KLA Industries
Similar Jobs
Client Service Associate Wealth Management
SPG
Client Service Associate Wealth Management
Connectly Recruiting
Client Service Associate Wealth Management
Management Performance Associates
Client Service Associate Wealth Management
Markent Personnel
Client Service Associate Wealth Management
True North Consultants, Inc.
Client Service Associate Wealth Management
KOB Solutions, Inc.