Wealth-Management Client Services & Ops Specialist
Kaizen Financial Strategies, LLC
Kaizen Financial Strategies, LLC is seeking a Client Service & Operations Specialist in Pleasanton, CA. The role focuses on providing exceptional client service, including scheduling meetings and preparing reports, while supporting marketing communications and back-office operations. You will thrive in a dynamic environment and deliver outstanding operational improvements. The ideal candidate should have a Bachelor’s degree and 3-5 years of relevant experience, possessing strong organizational and communication skills. We offer competitive compensation, flexible hours, and opportunities for professional growth. #J-18808-Ljbffr Kaizen Financial Strategies, LLC
Vacancy posted 3 days ago
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