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Client Services Specialist; Wealth Advisory

Job in Los Altos, Santa Clara County, California, 94024, USA
Listing for: Mariner
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 47000 - 78000 USD Yearly USD 47000.00 78000.00 YEAR
Job Description & How to Apply Below
Position: Client Services Specialist (Wealth Advisory)
A national financial services firm is seeking a Client Service Associate to join their Los Altos team. This entry-level role requires a high school diploma, with a preference for a bachelor's degree. You'll be responsible for delivering exceptional client service, maintaining relationships, and performing administrative duties. The position offers a salary range from $47,000 to $78,000 per year based on experience and knowledge.

Join a committed team dedicated to enhancing client wealth through comprehensive financial solutions.
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