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Client Service & Financial Planning Specialist
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-08-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Jobtailor is seeking an Associate Client Service Assistant to support financial advisors with client servicing, meeting prep, paperwork, and events. You will handle data entry, scheduling, and follow-up, enabling advisors to focus on client planning and investments.
The role emphasizes accuracy, organization, and collaboration with teams. The ideal candidate has 3–5 years in client service, an associate degree, strong math and analytical skills, and proficiency with contact management and
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