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Client Service Associate or Senior CSA
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Join a boutique wealth management firm serving ultra-high-net-worth clients in Mill Valley. This role requires 3-7+ years of experience, Schwab Advisor Center knowledge, and a client-first mindset. You'll manage onboarding, money movement, and service requests. Enjoy a collaborative environment w...
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Location
United States , Mill Valley
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Salary
80000.00 - 150000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice