8a78826751d3645501521809b9c50bfd
The Client Service Associate at Blueprint Wealth Management in Ellicott City, MD, serves as a key point of contact for clients, supporting advisors and enhancing the overall client experience. This role focuses on delivering exceptional service and support to help clients achieve their financial goals. The position requires a detail-oriented professional to manage client communications, documentation, and administrative functions within a collaborative team environment.
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 8a78826751d3645501521809b9c50bfd.
11% below the average for this role