Client Services Associate -
Location: Walnut Creek
Posted on: January 22, 2023
Immediate need for a Client Services Associate seeking
professional office, growing firm and great team environment.
Strong administrative background working in wealth management and
superior customer service skills will be keys to success in this
growing organization. Will be responsible for providing client
support to a group of high net worth financial advisors. Conduct
targeted market research for clients, prepare PowerPoint
presentations, manage client database, schedule appointments, and
direct client contact for Financial Services company. 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
Keywords: , Walnut Creek , Client Services Associate -, Administration, Clerical , Walnut Creek, California
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