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Senior Client Service & Onboarding Specialist

Job in Oakland, Alameda County, California, 94616, USA
Listing for: TalentBridge
Full Time position
Listed on 2026-02-14
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm in California is seeking a Senior Client Service Associate to deliver exceptional client service and operational support. This role involves onboarding new clients and managing relationships while ensuring compliance with relevant regulations. The ideal candidate should have 3–5 years of experience in the financial services industry and active Series 7 and Series 66 licenses. Strong communication skills and proficiency in Salesforce and Microsoft Office are essential for success.
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Position Requirements
10+ Years work experience
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