Wealth Client Services Associate

A leading financial services company is seeking a Client Service Associate in Palo Alto, California. The role emphasizes exceptional client support and administrative tasks, encompassing building trusted relationships with clients. Ideal candidates should possess strong organizational skills and proficiency in Microsoft Office applications. A High School diploma is mandatory, with a preference for a college degree. Furthermore, candidates must be willing to pursue relevant licensing.

Competitive salary ranging from $34,320 to $90,000 depending on experience and capability.
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