Senior Client Service Associate
Company: Careerbuilder-US
Location: Pleasanton
Posted on: January 26, 2023
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Job Description:
A rapidly growing registered investment advisor's firm (RIA)
whose focus is on wealth management and financial planning for both
individuals and organizations is seeking a Senior Client Service
Associate.Position: This opening will be operating out of our
headquarters in Pleasanton, California. This is an in office
full-time, 40 hour/week position. This is an ideal position for
some who resides in and is a part of our Tri-Valley
community.Client Service Associates play a key role in the firm. As
the main point of contact for the clients, the position is
responsible for account opening process, working with custodian
service team to facilitate client activity, handling the day-to-day
service needs of the clients including managing cash positions and
money movements, creating and maintaining client data in
Salesforce, and other day-to-day operations.Education/Experience
Background:
Keywords: Careerbuilder-US, Pleasanton , Senior Client Service Associate, Other , Pleasanton, California
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