Wealth Client Services Specialist

A financial services firm in Walnut Creek, California, seeks a Client Service Associate to deliver exceptional client care and support. The ideal candidate will develop and maintain relationships with clients, manage administrative duties, and contribute to a positive client experience. A high school diploma is required, and a bachelor's degree is preferred. Candidates should have financial services experience, strong communication skills, and proficiency with MS Office and CRM tools. Compensation ranges from $47,000 to $78,000 annually based on location and experience. #J-18808-Ljbffr