Senior Client Service Associate - San Jose
1 month ago

Job summary
We are an independent, established wealth management firm looking for an experienced client-centric associate to join our team. The ideal candidate thrives being part of an intimate team and enjoys the camaraderie of being in-office together 4 days/week.Qualifications
- Four year college degree required
- 5-7 years client service work experience
- Minimum 3 years experience working directly with a Financial Advisor strongly preferred
Job description
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