About this role
Operations Associate - Client Services at Parallel Advisors, LLC. Location: San Francisco, California, United States. Role: Optimizing workflows, Managing accounts, Supporting relationships Requirements: Bachelor's degree; 2-5 years in Financial Services; CRM/Salesforce experience; strong organization, communication, and interpersonal skills; hybrid role expectations. Category: Business Operations Seniority: Mid Level Tools: Salesforce, CRM Commitment: Full Time Workplace: Hybrid Languages: English