Client Services Associate — Remote
Remote / Online - Candidates ideally in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-02-17
California, Moniteau County, Missouri, 65018, USA
Listing for:
Carter Financial, LLC
Remote/Work from Home
position Listed on 2026-02-17
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Location: California
A financial services firm is seeking a Client Service Associate dedicated to providing exceptional client experiences. This role involves primary contact for service needs, coordinating onboarding and support, and preparing client meeting materials. Candidates should have 2-4 years of experience in financial services, strong organizational skills, and a solutions-oriented approach. There is an annual salary starting at $75,000, potential bonuses, and remote work flexibility on Fridays, alongside a collaborative team environment.
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Position Requirements
10+ Years
work experience
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