SSG
A Client Service Associate in financial planning supports financial advisors by managing client accounts, preparing documentation, and maintaining compliance. The role involves using financial planning software, CRM systems, and investment platforms to ensure accurate and timely client service.
Headquarters
Needham, Massachusetts, United States
Company Size
51-200 employees
Founded
2003
SSG offers solutions for modernizing your state and local public health systems. Our services encompass Immunization Information Systems (IIS), disease surveillance, and data interoperability, all designed for secure and scalable management of immunization information, Disease Surveillance Systems (DSS), and early intervention programs.H1: Public Health Software Solutions for Modern Data Systems
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 SSG.
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SPG