Wealth Management Client Service Associate
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-06-18
Listing for:
PowerToFly
Full Time
position Listed on 2026-06-18
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Power To Fly is seeking a Registered Client Service Associate to provide exceptional support for Financial Advisors and clients. The successful candidate will build trusted relationships while assisting clients with services, executing transactions, and managing various administrative tasks.
Candidates must have a high school diploma, relevant licenses, and prefer 2+ years of industry experience. This role requires strong interpersonal, organizational, and client service skills, alongside proficiency in Microsoft Office.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×