Client Service Associate - Walnut Creek

Only for registered members Walnut Creek, United States

3 weeks ago

Default job background
$34,320 - $90,000 (USD)

Job summary

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.

Through regular interactions with clients, individuals in this role build trusted relationships.

Leading with a client first mindset,
a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.


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