Senior Client Service Associate, Financial Advisory

A leading financial services company is seeking a dynamic Registered Client Service Associate in San Jose, California, to provide high-quality administrative support to Financial Advisors and their clients. The ideal candidate will possess strong communication skills, organizational abilities, and experience in the financial services industry. Responsibilities include serving as the first point of contact, managing client on-boarding, and trading various financial products.

A high-school diploma and 5 years of relevant experience are required. This role promises a challenging and rewarding career path.
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