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Associate, Client Account Opening and Maintenance
San Francisco, California
We are looking for an exceptional Associate in our San Francisco, CA office to support the growth of our firm. This is an opportunity to work alongside individuals who are united by a strong sense of teamwork, service and excellence. Our hallmarks of responsiveness, availability, dependability, and competency are among our highest priorities.
Your Role
As an Account Opening and Maintenance Associate you will be responsible for the ongoing support of an end-to-end process of client onboarding and maintenance. The role will require partnership with internal and external business partners to ensure a seamless onboarding experience for our clients. In addition, you will collaborate with the client-facing teams to gather required legal documents and associated client information to comply with legal, regulatory, and internal requirements. Additional responsibilities include performing Know Your Customer due diligence tasks, document generation and delivery, account establishment, and ongoing audits of client account data.
Requirements and Qualifications
About You
Compensation & Benefits
Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms.
The expected base salary for this role in San Francisco, California will range from $100,000 - $110,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
Our benefits package includes:
Full Time
Investment Management
$86k-117k (estimate)
06/01/2024
07/30/2024
jordanpark.com
SAN FRANCISCO, CA
<25
2017
FRANK GHALI
$5M - $10M
Investment Management
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.