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Wealth Client Services Associate

Job in Roseville, Placer County, California, 95678, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 50000 - 85000 USD Yearly USD 50000.00 85000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking Client Service Associates in California to provide exceptional support to Financial Advisors and Wealth Advisor teams. The role involves managing client relationships, assisting with transactions, and providing administrative support. The ideal candidate will have strong communication skills, knowledge of financial products, and a focus on client service. Candidates must hold a High School Diploma, with a college degree preferred.

This role offers a competitive salary ranging from $50,000 to $85,000 annually, with additional opportunities for bonuses.
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Position Requirements
10+ Years work experience
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