Financial Client Experience Specialist
Employee Relations Associates, Inc.
TalentBridge seeks a Client Service Associate in Walnut Creek, CA for a 6+ month engagement. The role acts as the primary office contact, supporting financial advisors with client onboarding, relationship management, and day-to-day administration. Responsibilities include CRM maintenance, data input, and coordination of client meetings and tax research; requires strong communication, detail orientation and teamwork, with familiarity in Salesforce and Workday preferred. #J-18808-Ljbffr Employee Relations Associates, Inc.
Vacancy posted 3 days ago
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