A dynamic financial services firm is searching for an enthusiastic, personable, and proactive Client Services Associate to join its close-knit team in Mill Valley, California. This role is ideal for someone with at least 5 years of experience in financial services, a can-do attitude, and a passion for delivering exceptional client service. As a Client Services Associate, you will handle subscription documents, manage investment reports, assist clients with inquiries, and support investor relations. If you are a polished professional who thrives in a boutique, high-energy environment and enjoys working directly with high-net-worth investors, this position could be your perfect fit.
Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.
Salary Range: $70,000 – $90,000 / year DOE
Client Services Associate Requirements:
Client Services Associate Responsibilities:
Benefits:
If you’re interested in being part of a team that values excellence, dedication, and client satisfaction, apply now!
#J-18808-Ljbffr
Tagged as: SAP
ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE. Join Our Community of...
Apply For This Job[Call Center / Fully Remote] – Anywhere in U.S. / Up to $31.96-hr plus eligibility for annual bonus program /...
Apply For This JobJob Position: Call Center Representative Salary: $60,000/year Company Overview At DreamCatchers Hair International, we are committed to delivering exceptional hair...
Apply For This JobLocation: 2765 N. Great Southwest Pkwy, Grand Prairie, TX 75050 What’s the Job? Ready to accelerate your career while helping...
Apply For This JobCustomer Care Representative – Core Increase your chances of an interview by reading the following overview of this role before...
Apply For This JobBilingual (Spanish) Customer Service Representative Salary: $20.50 per hour / $41,300 annually + Additional 10% bilingual differential for applicable skillsets...
Apply For This Job