Client Services Associate - - Walnut Creek California

Location: Walnut Creek, California
Posted On: 05/10/2025

This Client Services Associate Position Features:



? Professional Office

? Downtown Location

? Paid Parking

? Great Pay to $80K



Outstanding opportunity for a Client Services Associate to join a successful team. Position offers professional office, downtown location, paid parking and team environment. Requires 5-7 years in wealth management and investments, retail brokerage background and strong customer service skills. Will be responsible for providing support to financial advisor, research and preparing PowerPoint presentations and portfolios for Financial Services company. Bachelor's degree and Series 7 license desired. 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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