About this role
Associate, Client Advisory at Jordan Park Group. Location: San Francisco or New York. Role: build relationships, advise clients, coordinate teams Requirements: Bachelor’s degree; 3–6 years in financial services; client service experience; strong communication; detail-oriented; willing to travel 20–30%; proficient in Microsoft Office; CFA/MBA preferred. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Certifications: cfa, mba Commitment: Full Time Workplace: Onsite Languages: English