Christopher Street Financial
The Client Service Associate at Christopher Street Financial is an early career role focused on supporting the entire client relationship lifecycle, from new account onboarding to ongoing maintenance and service. This position delivers premium client service through direct communication with clients and close collaboration with the advisory team. The role requires managing workflow processes, maintaining accurate records, and ensuring a seamless client experience in a fast-paced environment.
Christopher Street Financial is a New York City based financial planning and wealth management firm focusing on the LGBTQ+ community and allies. Our financial advisors provide professional financial planning and investment services nationwide.
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 Christopher Street Financial.
16% above the average for this role