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Customer Service Rep Client Relationship Manager

Client Solutions Associate - Self-Directed IRAs

Job in Oakland, Alameda County, California, 94616, USA
Listing for: Entrust Administration, Inc
Full Time position
Listed on 2026-02-28
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial services firm located in Oakland, California is looking for a Client Services Associate. This role involves being the first point of contact for clients, handling inquiries across various channels, and ensuring timely resolution of issues. You will need excellent communication and interpersonal skills, a strong work ethic, and the ability to prioritize tasks effectively. This position is pivotal in delivering exceptional customer service that fosters client loyalty and retention.
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Position Requirements
10+ Years work experience
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