Wealth Advisory Client Services Associate
Apella Wealth
Apella Wealth is seeking a detail-focused Account Services Associate to support advisory teams and maintain a first-class client experience. Based in Larkspur, CA, you will work with CRSs, FPAs, and Apella Advisors, ensuring accurate processing, efficient office operations, and proactive service improvements. You will join a collaborative team dedicated to client service excellence, with opportunities for growth as you learn the wealth advisory business and contribute to daily client #J-18808-Ljbffr
Vacancy posted 15 hours ago
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