Client Services Associate -
Location: Walnut Creek
Posted on: November 20, 2024
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Job Description:
This Client Services Associate Position Features:
? Professional Office
? Downtown Location
? Paid Parking
? Great Pay to $80K
Outstanding opportunity for a Client Services Associate to join a
successful team. Position offers professional office, downtown
location, paid parking and team environment. Requires 5-7 years in
wealth management and investments, retail brokerage background and
strong customer service skills. Will be responsible for providing
support to financial advisor, research and preparing PowerPoint
presentations and portfolios for Financial Services company.
Bachelor's degree and Series 7 license desired. 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: , San Jose , Client Services Associate -, PR / Public Relations , Walnut Creek, California
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