Wealth Client Services Specialist (Hybrid)

A national financial services firm seeks a Client Service Associate in Walnut Creek, California, to deliver extraordinary client service. This role involves building client relationships, managing paperwork, and performing administrative duties. Candidates must have a high school diploma, preferably a bachelor's degree, along with financial services experience. Proficiency in MS Office and CRM tools is essential. The compensation for the position ranges from $47,000 to $78,000 annually, reflecting the local market values while supporting professional growth and a diverse culture. #J-18808-Ljbffr