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Senior Client Services Specialist - Wealth Advisory
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2025-12-20
Listing for:
PowerToFly
Full Time
position Listed on 2025-12-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a Senior Registered Client Service Associate to deliver outstanding support to Financial Advisors and Private Wealth Advisors. This role involves cultivating relationships with clients, executing transactions, and providing detailed account information. Candidates must possess a high school diploma, relevant financial licenses, and strong interpersonal skills. Experience in the financial industry is preferred. The role offers opportunities in a fast-paced environment and emphasizes client-first service.
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Position Requirements
10+ Years
work experience
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