Licensed Client Services Associate
Priano_Solutions_jobs
About this role
A Licensed Client Services Associate at a wealth management firm provides high-touch client support, manages advisor calendars, prepares meeting materials, and maintains CRM records. The role focuses on client interaction, operational support, and ensuring smooth client experiences.
Skills
Qualifications
About Priano_Solutions_jobs
priano.comGravity Forms is a WordPress form-building plugin that lets you create advanced forms using a drag-and-drop builder, with features like conditional logic, multi-page forms, file uploads, and robust submission handling. It offers a developer-friendly PHP API with action and filter hooks, enabling extensive customization, integration, and automation with third-party services. The plugin emphasizes reliability and performance, leveraging dynamic script loading and compatibility with caching and theme ecosystems to optimize user experience. Widely used by developers and site owners, Gravity Forms is a go-to solution for collecting leads, surveys, registrations, and other form-driven data.
About Priano_Solutions_jobs
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Priano_Solutions_jobs.
Salary
$45k – $60k
per year
More jobs at Priano_Solutions_jobs
Similar Jobs
Client Associate / Senior Client Associate - Private Wealth Management
Neuberger Berman
Client Services Associate
World Insurance Associates, LLC.
Client Services Associate - Waterworth Wealth Advisors
Kestra Financial Independent Advisor
Client Service Associate/Client Service Manager
Wealth Enhancement Group
Client Services Associate
Creweadvisors
Client Service Associate
Raymond James & Associates, Inc., Research Division