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Client Services Associate -

Location: Walnut Creek
Posted on: June 23, 2025

Job Description:

Immediate need for a Client Services Associate seeking professional office, growing firm and great team environment. Strong administrative background working in wealth management and superior customer service skills will be keys to success in this growing organization. Will be responsible for providing client support to a group of high net worth financial advisors. Conduct targeted market research for clients, prepare PowerPoint presentations, manage client database, schedule appointments, and direct client contact for Financial Services company. Apply for this great position as a Client Services Associate today!


We are an equal employment opportunity employer and will consider all qualified candidates without regard to disability or protected veteran status.

Keywords: , Arden-Arcade , Client Services Associate -, Administration, Clerical , Walnut Creek, California

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