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Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA
Financial Services
The Associate Advisor - Analyst role involves managing client service teams, providing analytical support, preparing deliverables for wealth management, and coordinating with various specialists to ensure effective client service. Responsibilities also include managing relationships with custodians, executing trades, and maintaining client data accuracy.
Top Skills:
MicrosoftSalesforce
Financial Services
The Advisor manages day-to-day responsibilities for client service teams, provides analytical support, reviews client portfolios, prepares meeting deliverables, and mentors junior staff. They ensure timely communication and execution of client strategies in areas including investment management and estate planning.
Top Skills:
Microsoft
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