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PowerToFly

Senior Client Services Specialist - Wealth Advisory Support

PowerToFly, Walnut Creek, California, United States, 94598

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A leading financial services firm is seeking a Senior Registered Client Service Associate to deliver outstanding support to Financial Advisors and Private Wealth Advisors. This role involves cultivating relationships with clients, executing transactions, and providing detailed account information. Candidates must possess a high school diploma, relevant financial licenses, and strong interpersonal skills. Experience in the financial industry is preferred. The role offers opportunities in a fast-paced environment and emphasizes client-first service. #J-18808-Ljbffr