Benchmark Capital
The Client Support Executive role supports a growing Financial Planning team by delivering exceptional client experiences and aiding business growth. This position involves collaborating with Financial Planners and Paraplanners to manage client onboarding, prepare documentation, and maintain accurate records. The role requires strong organizational skills and a proactive mindset to thrive in a fast-paced financial services 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.