Senior Client Services Associate - Wealth Advisory Support

A leading financial services firm seeks a Senior Registered Client Service Associate in Walnut Creek. The successful candidate will excel in client support, assisting financial advisors with transactions, onboarding, and providing exceptional service. Ideal candidates will have a high school diploma, be detail-oriented, and possess Series 7 and 66 licenses. The role demands excellent communication skills and the ability to thrive in a fast-paced environment. Join a firm committed to client satisfaction and professional growth. #J-18808-Ljbffr