Benchmark Capital
The Client Support Executive role supports a growing Financial Planning team by building strong client relationships and ensuring smooth operational processes. This position involves collaborating with Financial Planners and Paraplanners to deliver exceptional client experiences and support business growth. The role is ideal for individuals seeking a long-term career in financial services within a fast-paced, collaborative 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.