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© All Rights Reserved. ApplyBlast.com
Toni Group
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.
Headquarters
Chevy Chase, Maryland, United States
Company Size
1-10 employees
Founded
2011
Discover top talent with our permanent placement firm, specializing in connecting businesses with professionals for success. We offer retained & contingent staffing services.
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 Toni Group.
10% above the average for this role
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