Wealth Client Services Associate; Part-Time
Job in
Los Altos, Santa Clara County, California, 94024, USA
Listed on 2026-06-20
Listing for:
Elderberry Capital
Part Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Elderberry Capital is looking for a part-time Registered Client Service Associate in Los Altos, CA. This role involves providing exceptional service to wealth management clients, supporting the Wealth Advisor, and managing client communications and inquiries.
The ideal candidate will have strong client service skills, effective communication, and basic finance knowledge, along with organizational abilities to manage multiple tasks. A bachelor's degree is preferred, and licenses such as Series 7 and 66 are advantageous.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(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).
(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).
Search for further Jobs Here:
×