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© All Rights Reserved. ApplyBlast.com
Talent Solutions Engineered for Today
A Client Service Associate at a wealth management firm supports financial advisors by managing client accounts, preparing documentation, and maintaining compliance. The role involves using financial planning software and CRM tools to assist with client services and investment management.
Headquarters
Overland Park, Kansas, United States
Company Size
51-200 employees
Founded
2003
Guiding organizations and professionals toward success in the evolving workforce landscape with comprehensive talent management solutions.
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 Talent Solutions Engineered for Today.
56% above the average for this role
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