Our client is looking for a Private Client Advisor. You will play a crucial role in coordinating the account opening process both internally and externally. This includes preparing custodian account applications and advisory agreements, as well as setting up accounts on our internal systems. You will also have the opportunity to analyze, develop, and maintain internal processes for operational tasks such as reconciliation and account opening.
Responsibilities:
Qualifications:
Salary: $85,000 - $130,000
Please submit a resume for consideration and a full job description. Only accepting
local Bay Area candidates.
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