KB Search Team, LLC
A Client Service Associate in Financial Planning supports financial advisors by managing client accounts, preparing documentation, and maintaining compliance. They also assist with financial planning software, CRM management, and client communication.
KB Search Team, LLC is a women-owned recruiting firm specializing in direct hire recruitment within the professional and technical manufacturing industry, placing talent across more than 35 states. The firm offers contingency, contained, and retained search services, connecting top candidates with leading organizations across sectors including executive leadership, engineering, finance, sales, human resources, and non-profit. Leveraging decades of combined experience, KB Search Team is dedicated to building lasting partnerships and ensuring mutual success for both clients and candidates.
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 KB Search Team, LLC.
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