Proactive Client Services Administrator Wealth Advisory
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-29
Listing for:
In Touch Financial Services Advisory & Investments
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration -
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
In Touch Financial Services is seeking an experienced Client Services Administrator in Oakland, CA. This role focuses on delivering exceptional client service and supporting the Lead Advisor with administrative duties and daily operations.
The right candidate will be proactive, detail-oriented, and capable of managing multiple priorities while maintaining accuracy and confidentiality in financial services.
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