Client Services/Advisor Support Job in San Ramon 94583, California Us
Fast paced work environment for the highly motivated, detail oriented individual.This candidate must be organized, detail oriented, multi-tasker, self-motivated and a team player, and have excellent communication skills to work on the Clients Services Team and Advisor Support Team. The Client Services team is responsible for servicing, managing, and executing clients requests for account support. This would include, but is not limited to new account processing, trading, reporting and performance. We are an established, growth oriented financial services firm in the East Bay Area. Duties Read more […]