About this role
Client Associate (SF) at Laird Norton Wetherby. Location: San Francisco, California, United States. Role: Familiarize clients, Respond inquiries, Maintain accounts Requirements: Four-year degree or equivalent experience; 1+ years in wealth management or finance preferred; strong computer skills; detail oriented; good communication. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Addepar, Salesforce, Schwab Custodian Certifications: certified financial planner (cfp) Commitment: Full Time Workplace: Hybrid Languages: English