Benchmark Capital
Robertson Baxter Wealth Management is seeking a Client Support Executive to join their Huddersfield team, supporting Financial Planners and Paraplanners in delivering exceptional client experiences. This role involves managing client onboarding, processing applications, and maintaining accurate records while serving as a key administrative contact. The position offers an opportunity to develop a long-term career within financial planning in a collaborative, fast-paced environment.
Benchmark Capital. Powering financial advisers through insight and integrated tools, services and investment solutions that differentiate their client proposition.
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 Benchmark Capital.
Benchmark Capital didn’t post a salary, so this is our estimate from similar listings.
37% below the average for this role