oraclecloudinfrastructure
The Private Wealth, Client Service Associate supports a top-performing Wealth Management team in San Francisco, partnering with experienced Wealth Managers to serve a sophisticated, high-net-worth client base. This highly visible role focuses on delivering an exceptional client experience through trusted relationships, proactive communication, and tailored white-glove service. The position offers exposure to complex wealth management strategies and collaboration within a high-performing advisory team.
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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,
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