Finance Practice Client Services Specialist
Listed on 2026-10-12
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Finance & Banking
Financial Advisor / Consultant, Banking & Finance, Financial Sales, Bank Customer Service
Cetera Financial Group is seeking a Sr. Client Services Representative to support Registered Representatives in day-to-day investment practices.
The role may cover up to three professionals and involves preparing client paperwork, processing transactions, maintaining client relationships, scheduling meetings, and communicating with clients and financial companies. The successful candidate may hold licenses such as Life, Accident & Health Insurance, Series 6/7/66 or 63/65.
We invite applications for the Finance Practice Client Services Specialist position located in San Diego, CA, United States.
The following position is for a Finance Practice Client Services Specialist with Cetera Financial Group.
Our team is growing, and we are hiring a Finance Practice Client Services Specialist in San Diego, CA, United States.
This position is for the Finance Practice Client Services Specialist role at Cetera Financial Group.
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