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© All Rights Reserved. ApplyBlast.com
Lutz Financial
The Client Service Associate at Lutz Financial supports advisers by preparing reports, managing client accounts, and executing financial transactions with precision. This role focuses on delivering exceptional client experiences, resolving account-related issues, and identifying opportunities to improve workflows through technology. The position requires strong organizational skills and adherence to industry regulations in a fast-paced 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 Lutz Financial.
Lutz Financial didn’t post a salary, so this is our estimate from similar listings.
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