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Wealth Management Client Service Associate Impact

Job in Fairfield, Solano County, California, 94533, USA
Listing for: TalentLink Solutions
Full Time position
Listed on 2026-01-12
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Client Service Associate — Growth & Impact
A leading financial services firm in Fairfield, CA is seeking a Client Service Associate to provide essential client support. The role involves coordinating with clients and advisors, managing account paperwork, and ensuring a seamless client experience. Ideal candidates will have financial services experience, strong organization skills, and a commitment to continuous learning. This full-time position offers competitive benefits including 401(k) and medical insurance.
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Position Requirements
10+ Years work experience
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