Wealth Management Client Services Associate

A national financial services firm located in Walnut Creek, California, seeks a Client Service Associate to manage client relationships and administrative duties. This role requires strong MS Office and CRM skills, a positive attitude for client relations, and an ability to work in a team. Candidates should have at least a high school diploma, with a bachelor's preferred, and some financial services experience.

This full-time position offers a salary range of $47,000 to $78,000 annually, depending on the candidate's experience and location.
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