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Senior Client Service Associate Financial Advisory

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
Position: Senior Client Service Associate for Financial Advisory
A financial services firm is seeking a Senior Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors daily. The role requires strong interpersonal skills and the ability to assist clients with their needs, including executing transactions and onboarding accounts. The ideal candidate will have a high school diploma, industry experience, and the necessary licenses. A competitive salary and comprehensive benefits are offered, ensuring a supportive work environment.
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Position Requirements
10+ Years work experience
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