Client Services Associate - Thousand Oaks
2 weeks ago

Job summary
The primary role of a Client Service Associate is to provide operational and administrative support to multiple Financial Advisors and to provide exemplary client service.Responsibilities
- Deliver exceptional client service and provide operational and administrative support to the firm's financial advisory team by serving as a point of contact for high-net-worth clients, addressing inquiries and requests.
- Facilitate various transactions and complete necessary paperwork on behalf of clients, including but not limited to initiating money movements, establishing new investment accounts, transferring accounts, closing accounts,
and account maintenance
Job description
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