Hybrid Client Service Associate - Financial Planning
$80k - $100kThe Strategic Implementer
ASL Financial, LLC is seeking an experienced Client Service Associate to join our team in Los Gatos, CA on a hybrid schedule. You will handle client requests, support Advisors with meeting prep, and manage routine account administration. The ideal candidate has 2+ years in financial services, strong organization, excellent communication, and comfort with NaviPlan. We offer growth opportunities, mentorship, a flexible schedule, and a starting salary of $80,000–$100,000. #J-18808-Ljbffr The Strategic Implementer
Vacancy posted 1 day ago
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