Client Services Associate -
Location: Walnut Creek
Posted on: November 11, 2024
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Job Description:
This Client Services Associate Position Features:
? Professional Office
? Downtown Location
? Paid Parking
? Great Pay to $45K
Immediate need for Client Services Associate seeking professional
office, downtown location, paid parking and great team environment.
Strong background in wealth management supporting a Financial
Advisor along with excellent customer service skills will be keys
to success in this stable organization. Will be responsible for
providing support to financial advisor, research, following up with
clients via phone and email, and preparing PowerPoint presentations
and portfolios for Financial Services company. Great benefits.
Apply for this great position as a Client Services Associate
today!
We are an equal employment opportunity employer and will consider
all qualified candidates without regard to disability or protected
veteran status.
Keywords: , Tracy , Client Services Associate -, Administration, Clerical , Walnut Creek, California
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