Client Services Associate - Growing Firm!
Location: Walnut Creek
Posted on: March 14, 2023
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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 financial services in wealth management and a
high level of customer service skills will be keys to success in
this growing organization. Will be responsible for providing
support to financial advisor, research and preparing PowerPoint
presentations and portfolios for Financial Services company. Series
7 license preferred. 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: , Walnut Creek , Client Services Associate - Growing Firm!, Administration, Clerical , Walnut Creek, California
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