Client Services Associate - Finance & IRA
Listed on 2026-10-10
-
Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service
The Entrust Group is seeking a Client Services Associate to be the outward face of our company, representing us to new clients and supporting current clients.
Reporting to the Client Services Manager, you will be the first point of contact for client questions about accounts, actively listening and delivering a great experience across every interaction. This role requires basic financial concepts and front-line service for IRA transactions.
Step into the Client Services Associate
- Finance & IRA Support role at Oakland in Oakland, CA, United States and grow with us.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Services Associate
- Finance & IRA Support role in the description above.
We appreciate your interest in this position.
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