Title: Client Operations Associate, San Francisco CA
(Due to COVID, this position is temporarily remote until further notice.)
Independent Investment Advisors Providing Objective Advice
NWK Group is an independent investment advisory firm based in San Francisco, California. Founded in 2002, providing comprehensive wealth planning, portfolio management for affluent individuals and families, and retirement plan consulting, fiduciary services for both non-profit and for profit organizations.
While we pride ourselves on our experienced, independent, objective advising, our disciplined investment approach, and our responsiveness to the needs of our clients, we know that what truly sets our firm apart is our commitment to:
We seek to serve as our clients’ trusted advisor.
The Client Operations Associate partners closely with the Advisors to support clients in both divisions of the firm, Retirement Advisors (institutional clients) and Capital Management (individuals/families), to deliver and maintain our service models. The COA serves as the primary day-to-day point of contact for clients and is instrumental in delivering solutions as well as ensuring that the activities around clients’ deliverables, such as review meetings and materials, are completed. The position requires strong project management skills, high follow-through, passion for relationship building and service, attention to detail and excellent communication skills. The COA will be responsible for delivering overall positive experience for our clients, as well as provide support to certain internal operations initiatives as needed.
Compensation & Benefits
NWK Group offers competitive compensation including base salary, performance based bonus programs, and comprehensive benefits package including 401(k) matching programs. We promote a work-life balance.