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Wealth Client Services Associate
Job in
San Mateo, San Mateo County, California, 94409, USA
Listed on 2026-07-05
Listing for:
PowerToFly
Full Time
position Listed on 2026-07-05
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Power To Fly is seeking a Registered Client Service Associate in San Mateo, California. This role involves providing exceptional service to clients and supporting Financial Advisors and Private Wealth Advisors daily. Successful candidates will build trusted relationships with clients and execute various administrative tasks to enhance the overall client experience.
Candidates should have a high school diploma, industry experience, and strong interpersonal skills. The role offers a competitive salary and the opportunity to work with a leading financial company.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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