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Client Services Associate - Growing Firm!

Location: Walnut Creek
Posted on: June 23, 2025

Job Description:

This Client Services Associate Position Features:



? Professional Office


? Downtown Location


? Paid Parking


? Great Pay to $45K



Immediate need for Client Services Associate seeking professional office, downtown location, paid parking and great team environment. Strong background in financial services in wealth management and a high level of customer service skills will be keys to success in this growing organization. Will be responsible for providing support to financial advisor, research and preparing PowerPoint presentations and portfolios for Financial Services company. Series 7 license preferred. Great benefits. Apply for this great position as a Client Services Associate today!


We are an equal employment opportunity employer and will consider all qualified candidates without regard to disability or protected veteran status.

Keywords: , Santa Clara , Client Services Associate - Growing Firm!, Administration, Clerical , Walnut Creek, California

Click here to apply!

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