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Wealth Client Service Associate — Client Support Pro
Job in
Santa Barbara, Santa Barbara County, California, 93190, USA
Listed on 2026-05-30
Listing for:
PowerToFly
Full Time
position Listed on 2026-05-30
Job specializations:
-
Finance & Banking
Bank Customer Service, Banking & Finance
Job Description & How to Apply Below
Power To Fly is looking for a Registered Client Service Associate in Santa Barbara, California, to provide exceptional service to clients and support Financial Advisors. This role involves building trusted client relationships through various supportive tasks, including managing client accounts and executing transactions.
The ideal candidate should have a high school diploma, active financial licenses, and strong interpersonal skills. This position offers competitive pay and the chance to thrive in a dynamic environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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