Financial
The Concierge Service Associate serves as the dedicated day-to-day contact for a select group of clients within the Fractional Family Office, acting as the central coordinator for client relationships and service execution. This role focuses on high-touch client service, onboarding, and operations management to ensure seamless communication and proactive support for high-net-worth families. The position requires exceptional organizational skills and a client-first mindset to manage multiple projects and maintain accurate records.
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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 Financial.
Financial didn’t post a salary, so this is our estimate from similar listings.