Evercore Wealth Management, LLC is seeking to hire a Client Service Analyst who will be responsible for
providing support to a team of Wealth and Fiduciary Advisors (WAs) at the San Francisco office. Successful
candidates will focus in the timely and accurate processing of service requests surrounding clients’ accounts;
following through and ensuring service items are completed. The ideal candidate will be proactive, organized,
energetic, friendly, take a great deal of pride in their work and will have excellent oral, written and problem
solving skills. The position is responsible for understanding firm policies, procedures and digital capabilities that
will allow them to interact with WAs, as well as with new and existing clients.
Responsibilities include, but are not limited to:
Qualifications/Skills:
About Evercore Wealth Management, LLC
Evercore Wealth Management LLC, a subsidiary of Evercore (NYSE: EVR), serves high‐net‐worth individuals, families, foundations, and endowments, delivering customize investment management and financial planning services. Evercore Wealth Management is an investment advisor registered with the U.S. Securities and Exchange Commission, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company N.A., a national trust bank.
Clients at our firm work directly with a dedicated team of independent thinkers, managing complex wealth and focused on delivering meaningful results. Our Partners and other senior planning, investment, and fiduciary professionals are among the most experienced in their fields. Many of us have worked together for years and all are committed to our culture of institutional and individual integrity.
Our mission is to meet our clients’ financial goals, and to earn and sustain their trust. More information can be found at www.evercorewealthandtrust.com.
Inclusion and Equal Opportunity Employment: Evercore is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors.
This opportunity is closed to applications.