Client Service Associate II - San Ramon, CA
1 month ago

Job summary
We are seeking a highly motivated Client Service Assistant II (CSA) to join a fast-growing wealth management firm located in San Ramon, CA.The CSA plays a critical role in delivering a high-touch, personalized experience to our clients. You will support our advisors in managing client relationships, preparing financial materials, coordinating account activity,
and ensuring clients receive timely, thoughtful service.
Qualifications
- Bachelor's degree in Finance/Economics/Business /Mathematics preferred.
Job description
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