Junior Client Associate — Finance & Client
Job in
Exeter, Tulare County, California, 93221, USA
Listed on 2026-01-05
Listing for:
Pasadena Private Financial Group
Full Time
position Listed on 2026-01-05
Job specializations:
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
A financial services organization is seeking a Client Associate in California to drive exceptional client experiences and manage accounts. This entry-level role demands strong communication and customer service skills, focusing on client onboarding and satisfaction. Responsibilities include using CRM tools and supporting sales initiatives, alongside collaborative outreach efforts. The position offers benefits like health insurance and paid training, ideal for those eager to grow in project management and financial services.
Must prepare for the Series 65 Exam within a year.
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Position Requirements
10+ Years
work experience
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