Client Service Associate Jobs in Santa Barbara County, CA
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Client Service Associate
Ria Recruiting
Ventura - USA
Screaming Eagle Wealth Management is a Wealth Management Firm in Ventura CA and we are seeking a full-time Client Service Associate to join our team. We are committed to helping our clients meet their goals and exceptional client service is a top priority for us. We are seeking a Client Service As...
Client Service Associate
Cerity Partners
Santa Barbara County - USA
Position Summary:The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings processing paperwork scheduling client meetings and preparing basic reports....
