Financial Client Experience Specialist
Listed on 2026-10-12
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Finance & Banking
Finance Assistant
Talent Bridge seeks a Client Service Associate in Walnut Creek, CA for a 6+ month engagement. The role acts as the primary office contact, supporting financial advisors with client onboarding, relationship management, and day-to-day administration.
Responsibilities include CRM maintenance, data input, and coordination of client meetings and tax research; requires strong communication, detail orientation and teamwork, with familiarity in Salesforce and Workday preferred.
Join us at Employee Relations Associates, Inc. as our next Financial Client Experience Specialist in Plymouth, MN, United States.
We are currently recruiting a Financial Client Experience Specialist for our team in Plymouth, MN, United States.
This is an excellent opportunity to take on the Financial Client Experience Specialist role at Employee Relations Associates, Inc.
As a Financial Client Experience Specialist, you will play an important part at Employee Relations Associates, Inc. in Plymouth, MN, United States.
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