Provide client-facing support including answering inquiries, assisting account or relationship teams, processing transactions, maintaining client records, and supporting compliance and administrative tasks. May also participate in onboarding and performance-based activities.
Company:Description:
BSA
The applicable base salary range for this role is $35,600 to $66,200.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.Marsh McLennan San Francisco, California, USA Office
San Francisco, United States
Similar Jobs
Fintech • Information Technology • Financial Services
Serve as a consultative private‑markets data expert advising clients on Preqin data and integrated workflows. Drive product adoption, support onboarding and renewals, identify upsell opportunities, collaborate with Client Engagement, Product, Data, and Engineering to resolve issues, and streamline processes to improve client experience.
Top Skills:
AladdinEfrontPreqin
Fintech • Financial Services
Support Financial Advisors by handling client service, account administration, appointment preparation, form processing, and marketing coordination. Act as liaison for referrals, provide systems/training support, resolve complex client issues, and ensure regulatory recordkeeping and compliance.
Top Skills:
ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
7 Days Ago
Financial Services
Provide client service, operational, marketing and administrative support to Private Client Advisors. Facilitate account openings, money movements and trades, maintain client relationships, prepare performance reports, manage compliance and KYC processes, and support lead generation and advisor business operations.
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
