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PowerToFly

Wealth Client Services Specialist

PowerToFly, Walnut Creek, California, United States, 94598

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A leading financial services firm is seeking a Client Service Associate to provide exceptional service to clients and support financial advisors. The ideal candidate will have a high school diploma, excellent organizational skills, and the ability to prioritize tasks. Responsibilities include managing client relationships, executing transactions, and performing administrative support functions. Strong proficiency in Microsoft Office is required, and prior experience is a plus. Expect a dynamic work environment focused on client satisfaction. #J-18808-Ljbffr