Client Services & Sales Associate Financial OperationsComerica Bank • Costa Mesa, CA, US
Client Services & Sales Associate Financial Operations
Comerica Bank • Costa Mesa, CA, US
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
A leading financial services company is seeking a Registered Client Service Associate to provide operational and sales support to Financial Consultants. The ideal candidate will have at least 5 years of customer contact experience, along with 2 years in the investments or brokerage industry. Responsibilities include maintaining client accounts, responding to client inquiries, and ensuring compliance with regulations. This position offers a competitive hourly rate and a hybrid work schedule in Costa Mesa, California.
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Client Services Sales Associate Financial Operations • Costa Mesa, CA, US
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