Part-Time On-Site Client Services Specialist – Finance
Listed on 2026-10-09
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Finance & Banking
Bank Customer Service, Financial Sales, Banking & Finance
Cetera Financial Group Inc. is seeking a Part Time Client Services Representative – S1 to assist Financial Advisors with daily operations, client communications, and paperwork preparation. You will support representatives in preparing illustrations, graphs, and reports for client meetings and assist with transactions and records.
The role emphasizes on-site client interaction, scheduling, and ongoing education on services and new technologies, with training compliant to Cetera standards.
We invite applications for the Part-Time On-Site Client Services Specialist – Finance position located in San Diego, CA, United States.
We appreciate your interest in this position.
Join Cetera Financial Group Inc and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Part-Time On-Site Client Services Specialist – Finance role at Cetera Financial Group Inc, based in San Diego, CA, United States.
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