Client Services Associate - - Walnut Creek California

Location: Walnut Creek, California
Posted On: 05/07/2025

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 wealth management supporting a Financial Advisor along with excellent customer service skills will be keys to success in this stable organization. Will be responsible for providing support to financial advisor, research, following up with clients via phone and email, and preparing PowerPoint presentations and portfolios for Financial Services company. 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. More...

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