Client Services Associate, Financial Planning

A leading financial advisory firm is seeking a Client Service Associate in Walnut Creek, California. This role involves providing high-quality service to clients, supporting financial planners, and ensuring compliance with regulations. Candidates should have at least 2 years of relevant financial services experience, strong communication skills, and a solid understanding of investment markets. The position offers a competitive salary range of $60,000 - $75,000, along with additional cash bonuses based on performance. #J-18808-Ljbffr