Senior Client Services Associate Jobs (On-site work)

Join a respected wealth management firm in Walnut Creek as a Senior Client Services Associate. Leverage 3–5 years of experience to deliver white-glove service to high-net-worth clients, partner with advisors, and manage CRM systems. Series 65 preferred. Enjoy competitive pay, ongoing training, an...

Senior Client Services Associate sought by a respected wealth management firm in Walnut Creek, CA. You will partner with advisors to deliver white-glove service to high-net-worth clients, leveraging 3–5 years of experience and Series 65 (preferred). This role offers real ownership, strategic inpu...