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© All Rights Reserved. ApplyBlast.com
Simon Quick Advisors
A Client Service Associate at Simon Quick Advisors supports the Client Advisor team by managing day-to-day client requests, processing onboarding documentation, and reconciling investment activities. The role involves acting as a liaison with third-party service providers, executing money movements, and assisting with KYC and AML requests while maintaining strict client confidentiality.
Headquarters
Morristown, New Jersey, United States
Company Size
51-200 employees
Founded
2004
Simon Quick Advisors is a fiduciary wealth management firm that provides holistic wealth services across investment, tax, estate, and financial planning. They build personalized, goal‑aligned plans and manage portfolios with attention to tax efficiency and long‑term wealth preservation. The firm emphasizes putting clients’ interests first and partners with individuals, families, and business owners seeking coordinated, comprehensive financial advice.
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 Simon Quick Advisors.
10% above the average for this role