Client Service Associate – Wealth Management Support
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-07-07
Listing for:
711 MS Smith Barney, LLC
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Bank Customer Service, Financial Services
Job Description & How to Apply Below
711 MS Smith Barney, LLC in Walnut Creek is seeking a Client Service Associate to provide exceptional service and support to Financial Advisors. You will build trusted client relationships and assist clients with their financial needs.
The ideal candidate has a high school diploma and preferably a college degree, along with strong interpersonal and writing skills. Compensation ranges from $34,320 to $90,000 annually, based on experience and underlying qualifications.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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