Client Service Associate Financial Accounts
Listed on 2026-10-06
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Tri Counties Bank is seeking a Client Service Associate I in Bakersfield, CA to support Financial Advisors with establishing and servicing investment accounts. The role involves outbound calls, account maintenance, and ensuring accurate paperwork and compliance.
Excellent customer service and multi-tasking are essential in this on-site position. You will handle inbound/outbound communications, assist with deposits and transfers, and coordinate meetings and events for clients, while upholding
Consider building your career as a Client Service Associate – Growth & Financial Accounts at Tri Counties Bank.
This opportunity is part of our work in Finance.
The advertised compensation is 33.000 - 39.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Service Associate – Growth & Financial Accounts role in the description above.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).