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Wealth Client Services Associate: Onboarding Touch
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-01-27
Listing for:
Elevation Wealth Partners, LLC
Full Time
position Listed on 2026-01-27
Job specializations:
-
Business
Client Relationship Manager
Job Description & How to Apply Below
A reputable wealth management firm is looking for a Client Service Associate (CSA) in Walnut Creek, CA. The CSA will play a vital role in providing exceptional service to clients, supporting advisors, and ensuring smooth account activities. The ideal candidate has a bachelor's degree and 1–3 years of experience in financial services, excellent communication skills, and is detail-oriented. With a competitive salary range of $60k to $80k, this role offers meaningful opportunities for growth and professional development within a supportive team environment.
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Position Requirements
10+ Years
work experience
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