Client Experience Specialist | Financial Services
Listed on 2026-10-11
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Finance & Banking
Military, Veterans and Diverse Job Seekers is seeking a Registered Client Service Associate in San Diego, CA. The role emphasizes client service, information management, and supporting the team with account-related tasks.
The ideal candidate will have Series 7/66 licenses (preferred), a business-focused degree, and strong communication and organizational skills to educate clients and prepare materials for meetings.
The Client Experience Specialist | Financial Services role at Military, Veterans and Diverse Job Seekers is now open for applications in San Diego, CA, United States.
All applications are reviewed carefully by our team.
The position is based in San Diego, CA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 40.000 - 60.000.
We aim to respond to suitable candidates as soon as possible.
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