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Customer Service Rep

Wealth Management Client Experience Specialist

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Perfect Timing Personnel Services
Full Time position
Listed on 2026-08-22
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
A well-established financial services firm is seeking a Client Service Representative to act as the primary point of contact for clients. The role involves managing client communications and account administration while maintaining professionalism and confidentiality. Ideal candidates should possess strong client service experience and familiarity with CRM systems. This position demands excellent communication skills and organizational abilities in a fast-paced financial environment.
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