Wealth Management Client Services Specialist; Hybrid
Job in
San Rafael, Marin County, California, 94911, USA
Listed on 2026-02-28
Listing for:
Shira Ridge Wealth Management
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
-
Administrative/Clerical
Job Description & How to Apply Below
A financial advisory firm in San Rafael, California, is seeking a Client Service Associate to support the client account management team. This hybrid role involves responsibilities such as answering phone calls, assisting with new client onboarding, and maintaining organized records in the CRM. The ideal candidate will possess strong organizational skills, professional communication abilities, and a commitment to confidentiality. This position offers a competitive salary ranging from $60,000 to $80,000 and a comprehensive benefits package.
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