Client Service Associate — Wealth Management
Job in
Berkeley, Alameda County, California, 94709, USA
Listed on 2025-12-31
Listing for:
Retirement Resource Center, LLC.
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A local financial advisory firm in Berkeley, California, is seeking a Client Service Associate to support client meetings, manage action items, and oversee custodial paperwork. The ideal candidate has 3-5 years of relevant experience and a Bachelor's degree. Key skills include excellent communication, attention to detail, and proficiency in various financial tools. This position requires someone who can thrive in a collaborative environment while also working independently on tasks.
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Position Requirements
10+ Years
work experience
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