Overview

Wealth Client Services Specialist Jobs in Santa Rosa, USA at PowerToFly

A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional client support and assist Financial Advisors. The ideal candidate will have a High School Diploma, potentially a college degree, and strong skills in interpersonal relations and client service. Responsibilities include managing client accounts, processing transactions, and supporting marketing initiatives. The role offers a competitive salary between $75,000 and $110,000 yearly, depending on experience and qualifications.
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Title: Wealth Client Services Specialist

Company: PowerToFly

Location: Santa Rosa, USA

Category:

 

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