Associate / Senior Associate, Client Service - SF

Job description

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies. Associate / Senior Associate, Client Service San Francisco, California Your Role: We are looking for an Associate / Senior Associate on our Client Service team in San Francisco to support the growth of our firm. Primary responsibilities include: - Providing exceptional service while anticipating client needs and concerns, and proactively delivering solutions for all aspects of client relationships - Supporting complex client onboarding and investment account opening processes including subscription documentation for private investments - Participate in working with custodian service teams to facilitate client activity - Assisting experienced team members as a liaison with client’s other trusted advisors such as accounta...