Senior Client Service Specialist - Financial Advisory

A leading investment advisory firm in Walnut Creek is looking for a Sr. Service Associate to support Financial Advisors and ensure exceptional service for clients. This full-time role, requiring in-office presence, offers a base salary between $65k-$70k plus potential annual bonuses. Candidates should have 5-8 years in a client-facing role within the financial services sector and strong communication skills. Benefits include medical, dental, flexible working arrangements, and competitive 401K contributions. #J-18808-Ljbffr