Client Service Associate Jobs in Santa Barbara County, CA
2 Jobs Found | Sort By : Relevance | Posted Date
Less results matching your search!
Try removing some of the filters to get more results
No results matching your search!
Try removing some of the filters to get more results
Client Service Associate
Focus Financial Partners
Scottsdale - USA
Position SummaryFocus Partners Wealth is seeking a Client Service Associate. The Client Service Associate (CSA) is responsible for assisting with client service tasks in conjunction with and as assigned by Client Service Specialists. The Client Service Associate provides active assistance to wealth...
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....
