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© All Rights Reserved. ApplyBlast.com
Westwood Holdings Group
The Senior Client Service Associate at Westwood Wealth provides white‑glove, concierge‑level support to ultra‑high‑net‑worth clients and advisors, handling client onboarding, account maintenance, cash movements, and complex estate and tax coordination. The role ensures accurate, confidential processing of transactions and documentation while mentoring junior staff and contributing to continuous service improvement.
Westwood Group provides investment & wealth management services to institutional investors, private wealth clients & financial intermediaries.
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 Westwood Holdings Group.
Westwood Holdings Group didn’t post a salary, so this is our estimate from similar listings.
7% above the average for this role