Financial Advisor Assistant
Dollar Bank
About this role
A Client Services Assistant in Wealth Management supports Investment Executives and the overall program by building relationships with clients, managing account maintenance, and ensuring compliance with regulatory requirements.
Skills
Qualifications
About Dollar Bank
dollar.bankDollar Bank is a regional financial services institution serving Pennsylvania, Ohio, and Virginia, with a history dating back to 1855. It provides personal banking solutions, including checking and savings accounts with free online banking, mortgages, home equity loans, credit cards, and personal loans. The bank emphasizes convenient access through online and mobile channels and a network of local branches. Dollar Bank positions itself as a community-focused bank delivering tailored financial solutions and reliable service.
About Dollar Bank
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
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View leadership team, funding history,
and employee contacts for Dollar Bank.
Salary
$109k – $157k
per year