Client Services Associate
1 day ago
Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Our client is a thriving wealth management firm in San Jose. They're known for their amazing growth, first-class service, and innovative use of technology. This firm offers great career growth opportunities and supports professional development. Competitive compensation. Awesome team.
Responsibilities:
- Providing excellent service to clients.
- Helping out in client meetings.
- Keeping up-to-date with client documentation.
- Adhering to regulatory rules.
- Processing client transactions accurately and punctually.
- Assisting in web calls and international banking support.
Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.
Requirements:
- 3+ years experience in wealth management (no exceptions).
- A history of job stability.
- Willingness to work on-site in San Jose.
- Excellent communication and problem-solving skills.
- Familiarity with tools like Fidelity, Schwab, Salesforce, and Microsoft Office suite.
- Series 7 and 65 licenses are a plus, but not necessary
Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.
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