PostFinance
PostFinance is seeking a Customer Advisor to manage a client portfolio and provide comprehensive advisory services on investments, retirement planning, and financing. The role involves independently planning daily activities, actively scheduling client appointments, and collaborating with the team to develop relevant solutions. This position focuses on building strong client relationships through empathetic, customer-centric communication.
PostFinance provides innovative and comprehensive financial services in the fields of payments, investments, retirement planning and financing.
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 PostFinance.
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