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Senior Client Service Associate

stifel · San Francisco, CA, US

External listingfull-timeabout 1 month ago

About The Role

The Senior Client Service Associate-1919 will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High-touch client service is a hallmark of 1919; the candidate should be skilled in and enjoy client service and should have experience working closely with clients and co-workers. The Senior Client Service Associate must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics.

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