Skip to Main Content

Client Associate

Phyton Talent Advisors San Francisco, CA

  • Expired: over a month ago. Applications are no longer accepted.
Job Description
Our client, a Global Investment Bank, is seeking a Client Associate in their San Francisco, CA location.
 **Requires language skill - Chinese Mandarin (speak, read, and write)
 ***Must be in the Bay Area

You’ll be working as part of our partnership that helps high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

  • Support Financial Advisor in various operational and administrative functions
  • Work with clients on account services and deliver bank capabilities
  • Help with the preparation of reports, portfolio updates, and other materials for client meetings
  • Collect documentation and follow bank firm requirements for opening new accounts and servicing client requests
  • Stay up to date on financial market changes and bank firm policies
  • Bilingual in English and Chinese
  • Must be a team-player with solid interpersonal skills
  • Detail-oriented (nothing gets past you) and organized
  • Proficient in Microsoft Office Suite

Phyton Talent Advisors


San Francisco, CA



View all jobs at Phyton Talent Advisors