×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X

Entry-Level Wealth Management Client Specialist

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: Beacon Pointe
Full Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A leading Registered Investment Advisor in San Jose, CA is seeking a Client Service Associate to support high-net-worth clients. The role involves responding to client requests, preparing for meetings, and resolving account issues. Candidates should have an undergraduate degree and strong communication skills, along with proficiency in Microsoft Office and Salesforce preferred. This entry-level opportunity offers pathways for growth in the Wealth Management industry.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search