Client Services Associate: Wealth Advisory
Job in
Scotts Valley, Santa Cruz County, California, 95066, USA
Listed on 2026-06-18
Listing for:
PowerToFly
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Power To Fly in Scotts Valley is hiring a Client Service Associate to deliver exceptional service and support to Financial Advisors. The role involves enhancing client relationships, managing administrative tasks, and utilizing advanced Microsoft Office skills.
Successful candidates will be detail-oriented, possess excellent interpersonal skills, and be able to work in a fast-paced environment. Expected compensation ranges from $34,320 to $90,000 annually with potential additional incentives.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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