Client Service Specialist Wealth Management
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2025-12-20
Listing for:
VetJobs
Full Time
position Listed on 2025-12-20
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
A veteran-focused job platform seeks a Client Service Associate in La Jolla, CA, to provide exceptional client service and support financial advisors. The role entails managing client relationships, answering inquiries, and performing administrative tasks. Ideal candidates should have a high school diploma, be detail-oriented, and possess advanced Microsoft Office skills. This full-time position offers an entry-level opportunity for those looking to grow within the financial services sector.
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