Client Service Associate

Our client in the financial services industry is looking for a Client Service Associate to join their team in Walnut Creek


Job Description:

  • Help administer data gathering, investments and service processes
  • Help with account transfers
  • Collect, prepare and review financial data
  • Prepare investment paperwork/reports
  • Assist with the preparation process
  • Provide client/advisor support



  • Series 65 or Series 66
  • CFP or CFP candidate
  • Experience in the financial services or related industries
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to be discreet with confidential/sensitive information
  • Able to adapt to changing priorities
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in business, economics, accounting, finance or related field and a minimum of 1 years’ relevant experience

Ref #21801

Alex RealClient Service Associate