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 • Financial Services
Supports financial advisors by servicing client accounts, handling account inquiries, preparing appointments and forms, maintaining regulatory records, tracking referrals, and coordinating administrative and marketing activities. Provides direct client support while meeting FINRA licensing, compliance, background screening, and ongoing regulatory requirements.
Top Skills:
Finra Series 63Finra Series 7ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Fintech • Financial Services
Supports financial advisors by servicing client accounts, handling account requests and inquiries, preparing forms, scheduling appointments, maintaining regulatory records, tracking referrals, coordinating marketing campaigns, and completing administrative and operational activities. Requires brokerage client services experience and active FINRA licensing, including Series 7 and 63 examinations. The role is based in Manhattan Beach, California, and does not offer visa sponsorship.
Top Skills:
ExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Financial Services
Lead client onboarding implementations for new and existing banking clients transitioning to the Chase platform. Manage strategic initiatives, resolve complex issues, ensure policy compliance, coordinate team activities, and improve onboarding processes through innovation and design thinking. Build client and stakeholder relationships, manage conflicts, communicate procedures, and support cybersecurity and anti-fraud practices. The role requires approximately 10% travel to clients and internal partners.
Top Skills:
Banking PlatformsCybersecurity TechnologiesEmerging Technologies
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


