Please email Ren at email@example.com with your updated resume or call (415) 434-1900 extension 21262 to be considered for the opportunity below. Our client is a $6B independent investment firm with offices in New York, Chicago, Boston and San Francisco. The firm is extremely fast growing, amassed an AUM of $6M after it’s inception in 2015. It provides investment advice and wealth management services to UHNW individuals, families, and institutions with average client size being $40M. The client service analyst will be a key point of contact for prospective and existing clients and also oversees daily operational work for the team including handling client requests, submitting account paperwork, processing money transfers, helping to rebalance client portfolios, and mastering the custodian’s web platform together with their forms/documents and transactional or tax reports.