You haven't searched anything yet.
As a Client Service Associate, you will directly support the daily business operations of a growing Private Wealth Advisory practice based in San Diego through calendar management, direct client service, meeting management, and collaborative projects. All assigned projects will help drive practice growth and foster a vibrant, immersive client experience for high-net-worth families, individuals, and organizations.
With an enthusiastic yet methodical approach to client service, business processing, and office management you seamlessly and strategically engage with both the client-facing sector of the business and the business processing components of private wealth management and financial planning.
Responsibilities include, but are not limited to:
Requirements
Where you’ll go
Experience:
Financial Services: 2 years (Preferred)
Job Types: Full-time, Contract
Salary: $50,000-$65,000 a year.
Benefits:
Health insurance
Paid time off
Retirement plan (matching)
Dental insurance
Professional development assistance
Schedule:
8-hour shift
Supplemental pay types:
Bonus pay
Experience:
Financial services (preferably with a broker dealer): 2 years (Preferred)
License/Certification:
Series 6, 7 or 63 (Preferred)
Work Location: One location
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
Benefits:
Compensation package:
Schedule:
Experience:
Ability to Commute:
Ability to Relocate:
Work Location: In person
Full Time
Investment Management
$58k-75k (estimate)
06/13/2024
06/24/2024
summit-financial.com
LAFAYETTE, LA
50 - 100
Private
DAVID RUSSELL DANIEL II
<$5M
Investment Management
The job skills required for Client Service Associate II include Client Service, Customer Service, Microsoft Office, Communication Skills, Attention to Detail, Organizational Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate II. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate II. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Associate II positions, which can be used as a reference in future career path planning. As a Client Service Associate II, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate II. You can explore the career advancement for a Client Service Associate II below and select your interested title to get hiring information.