Jobs

    Client Services Associate - California, United States - Innovations PSI

    Innovations PSI
    Innovations PSI California, United States

    1 week ago

    Default job background
    Description

    Our client is looking for a Client Service Associate.

    Qualifications:

    • 2+ years of experience in investment management and/or financial advisory services required.
    • Experience with SalesForce, Money Guide Pro, Box, Charles Schwab Custodial Services and Orion portfolio accounting software is a plus.
    • Competence in Wealth Management operational systems.
    • Passion to help new and existing clients.
    • Excellent interpersonal skills and excellent verbal and written communication skills.
    • A high level of professionalism and exceptional attention to detail.
    • Ability to manage priorities and workflow and work independently.

    Salary: $80,000 - $110,000

    Please submit a resume for consideration and a full job description. Only accepting local Bay Area candidates.



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