Client Services Associate - Financial Advisory Support
PowerToFly
A financial services company in Santa Clarita seeks a Client Service Associate to provide exceptional service and support to Financial Advisors and their clients. The role requires strong interpersonal skills, a high school diploma, with college degree preferred, and active Series 7 and 66 licenses. Responsibilities include managing client relationships, executing transactions, and educating clients on digital tools. Ideal candidates should be detail-oriented, possess strong time management skills, and be adaptable in a fast-paced environment. #J-18808-Ljbffr
Vacancy posted 18 hours ago
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