Silver Oak Wealth Advisors, LLC is an independent, boutique wealth management firm working with a select group of high"net" worth individuals and families as their personal and family CFO. The Client Service Associate position includes a wide variety of responsibilities and skills, including administrative, client service, operations, compliance, and advisor support. The ideal candidate will have a proven track record of delivering excellent client service, a positive attitude, and a strong desire to grow and take on important firm responsibilities. Contact Thomas: tabraham@silveroakwa.com
Sep 09, 2022