Senior Client Services Associate - Financial Practice
Listed on 2026-10-11
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Finance & Banking
Bank Customer Service, Financial Services, Financial Sales, Financial Advisor / Consultant
Cetera Financial Group Inc in San Diego, CA, seeks a Sr. Client Services Representative to support Financial Professionals with day-to-day investment practice operations while improving client service levels and experience.
This role may cover up to three Financial Professionals and involves preparing client paperwork, processing client transactions, maintaining relationships, scheduling meetings, and communicating with clients and financial companies.
The following opening is for a Senior Client Services Associate
- Financial Practice with Cetera Financial Group Inc.
We have an opening for a Senior Client Services Associate
- Financial Practice in San Diego, CA, United States within Management & Operations, Sales.
This role, Senior Client Services Associate
- Financial Practice at Cetera Financial Group Inc, could be your next move.
Are you ready to take on the Senior Client Services Associate
- Financial Practice role at Cetera Financial Group Inc?
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