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Financial Consultant Financial Services

Impact Investment Client Services Specialist

Job in Oakland, Alameda County, California, 94616, USA
Listing for: New Level Resources
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 62000 - 72000 USD Yearly USD 62000.00 72000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm is seeking a Client Services Assistant located in Oakland, California. This role involves supporting client onboarding, account operations, and enhancing the client experience. You'll prepare materials for meetings, process client documents, and handle back-office requests. Ideal candidates will have a finance degree or certification and at least 1 year of experience in a financial setting. Knowledge of sustainable investing is a plus.

Competitive salary between $62,000 - $72,000 with extensive benefits.
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