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!
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Tagged as: SAP
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